Improving people's lives through planning and successful investing.

Team Photo

An exceptional team just got even better

We are proud to announce that James M. McLaughlin and Kendrick W. White have earned the Private Wealth Advisor designation from Raymond James, signifying their mastery in managing the expansive needs of significant wealth.



Celebrating 15 years with Raymond James with Chairman Emeritus, Tom James, President and CEO of Private Client Group, Tash Elwyn, Divisional Director, Tom Walrond and former President of Private Client Group, Dennis Zank!! Left to right: Michael McLaughlin, Tom Walrond, Jim McLaughlin, Rick White, Tom James, Dennis Zank, Peter Barlow and Tash Elwyn



Jim, Rick, Peter and Michael at the Raymond James Summer Development Conference with Tom and Mary James - founders of Raymond James and our partners from American Funds.



Our mission is to enhance our clients’ quality of life through personalized wealth management strategies driven by the principles of value investing.

As we help clients pursue their financial goals, we recognize that trust is the cornerstone of a successful advisory relationship

Building and maintaining that trust is our constant priority.

Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Get to know Our Team

Jim McLaughlin Bio Image
James M. McLaughlin, CIMA®
Managing Director
Senior Vice President, Investments Private Wealth Advisor
Rick White Bio Image
Kendrick W. White, CIMA®
Managing Director
Private Wealth Advisor Senior Vice President, Investments
Peter Barlow Bio Image
Peter G. Barlow, CIMA®, CPFA™
Branch Manager First Vice President, Investments
Mike McLaughlin Bio Image
Mike McLaughlin, WMS, CFP®, CPFA, CEPA
Financial Advisor
Daniela Smith Bio Image
Daniela Smith
Senior Registered Client Associate
Nancy Horihan bio headshot
Nancy Horihan
Branch Manager Vice President, Investments
Geoff Carey Bio Image
Geoff Carey, RICP®
Senior Registered Client Service Associate
Travis Rosa Bio Image
Travis Rosa
Registered Client Service Associate
Laura Cook
Laura Cook
Senior Registered Client Associate
Colby White Yearbook Headshot
Colby White
Client Service Associate

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
Price is what you pay. Value is what you get.
Warren Buffett

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The future at your fingertips

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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