WELL-REASONED GUIDANCEfor all of life’s goals

Your life’s journey is unique to you – but, like a lot of people, you probably find yourself focusing on financial matters. The vision you have of a comfortable retirement prompts you to think about having a plan in place. The foresight you have as an astute business owner motivates you to have an exit strategy. And the love you have for your family inspires you to build a legacy. At Precision Wealth Management of Raymond James, you’ll find an experienced advisory team dedicated to the pursuit of your goals – and all you are aspiring to achieve.

We provide strategies for preserving your assets and providing monthly income to fund your retirement.
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We address all of your financial priorities, from managing and preserving your wealth to leaving a legacy.
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We offer guidance to help you build, manage and eventually exit your business when you’re ready to retire.
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We offer personal and professional financial guidance as you build and grow your practice and career.
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we personalize a financial plan for you and your goals

we personalize a financial plan to you and your goals

we collaborate with each trusted advisor in your life

we have a full range of resources to serve every need

we have a full range of resources to serve every need

A full team singularly focused on you

Marc Hallick

Marc Hallick,

WMS, AAMS®, CRPC®, AIF® Managing Director Senior Vice President, Wealth Management
John Malatino

John C. Malatino,

CFP® Senior Vice President, Wealth Management
Romain Spell

Romain Spell III,

CFP®, LL.M., AAMS®, AIF® First Vice President, Wealth Management
Tyler Jackson

Tyler Jackson

Vice President, Wealth Management
Ted White Headshot

Theodore L. White III

Vice President, Wealth Management
Dody Davison

Dody

Davison Senior Client Service Associate
Fiona Walker

Fiona Walker

Senior Registered Client Service Associate
Jennifer Malatino

Jennifer L.

Malatino Marketing Associate
Noel Brewer Photo

Noel Brewer,

AAMS® Senior Registered Client Service Associate
Amy Verzaal Bio Image

Amy

Verzaal Senior Client Service Associate
Behind each client is a unique life story. It’s a blessing and privilege to be a trusted advisor to each and every one.
Marc Hallick, WMS; Senior Vice President, Wealth Management
Sophisticated wealth management

Make Life Count

 

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