Welcome to Paneral Wealth Advisory of Raymond James

We are different than other advisors in that we not only share more than three decades of experience in the investment and banking industry but also in life. We met and started our careers at the same firm in Chicago, Steve as a financial advisor and Barbara as a municipal bond portfolio manager. Challenging market environments and circumstances put our careers on different paths, but we remained connected throughout as a married couple raising a family together.

We are thrilled to come full circle, joining Raymond James together as a team and combining our professional and personal experience to create Paneral Family Wealth Advisory. We have lived a full life from starting out, buying a home, raising a family, sending children to college and caring for aging parents. There are very few life events that we have not personally experienced.

Our passion is getting to know our clients and having a personal relationship with them and their families. We have walked in their shoes; we know that life can change in an instant, so planning is the foundation of all that we do. We ask questions and genuinely care to know the answers. We help clients identify what is most important to them and then help create a plan around it. We are committed to providing an experience that goes well beyond managing investment portfolios – and we are committed to building trust and relationships that last.