Bring clarity to life’s financial complexities

Jonathan Palmer, MBA, CFP^®, CEPA, AIF^®

First Vice President, Wealth Management Financial Advisor

Alexander Moore, MBA, CRPC^®, AIF^®, CEPA

First Vice President, Wealth Management

Janet Lee

Senior Registered Service Associate

Andrew Juntilla

Client Service Associate

A highly capable team coordinating every detail

The insight, perspective and professional guidance that comes from decades of experience enable us to problem-solve for each client individually and offer innovative strategies for the specific financial situations that arise.

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Bring clarity to life’s financial complexities

A full life often leaves little time to address financial complexities. Maybe you are looking to mitigate tax liability while selling or transitioning your business. Perhaps you have questions about executive compensation or restricted stock holdings. Or philanthropy is important to you and your family and you wonder how much to give and how to give tax efficiently. At Salmon Bay Capital Advisors of Raymond James, we have the education and experience to tackle multidisciplinary problems and come forth with actionable ideas designed to build wealth, preserve your family’s finances and save you money on taxes.

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

Financial planners

We personalize a cohesive plan for each client that addresses priorities such as selling a business, preserving wealth, mitigating taxes, funding your retirement and building a legacy.

Investment managers

We develop investment strategies designed to match your goals, timeline, risk tolerance and objectives: whether it’s growth, income, dividend earnings, tax efficiency – or a combination of all.

Credentialed professionals

Our team members hold credentials such as MBA, Certified Financial Planner^™ professional, Chartered Retirement Planning Counselor^SM, Certified Exit Planning Advisor and Accredited Investment Fiduciary^®. These professional designations represent education in planning and a client-best-interest standard of care that we practice throughout the financial planning engagement.