Moving forward with Raymond James

I am excited to announce my affiliation with a firm that has a reputation for strength and stability. Raymond James embraces long-term planning and methodical decision-making, and it remains focused on putting clients first. With these shared values and the firm’s extensive resources, I invite you to step confidently into the future with me.

As I explain in my video, through Raymond James, I am able to offer you access to the robust resources and sophisticated products of one of the largest independent financial services firms in America, while never compromising my ability to focus on what’s most important: offering objective advice and putting your best interest first.

The firm’s corporate culture has always been – and continues to be – grounded in conservative management, high ethical standards, measured growth and a commitment to quality client service.

I value our relationship and thank you for the trust and confidence you place in me. I look forward to speaking with you soon. In the meantime, if you have any questions, call me at the number at the bottom of the page or fill in my convenient contact form.

Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Setting expectations and redefining roles can ease a leadership transition.
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Business Ownership
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Whether you get a refund or end up owing, you have options.
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Tax Planning
Non-eligible designated beneficiaries have 10 years to draw down inherited qualified retirement accounts; here, we explore ways to extend the life of that wealth.
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Retirement & Longevity
As with all of life’s transitions, adjusting to retirement takes time. Here are five ways to get started.
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Retirement & Longevity

For business owners, effective tax planning involves understanding the current tax rates and rules and using them in a way that best suits your specific situation. Asking these questions can help you maximize tax efficiency today and prepare for potential changes .

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Business Ownership
Having important information and contacts at the ready can help you be prepared in an emergency. Use this list to catalog your most important contacts and account numbers and keep them in a safe place for easy reference when the time comes.
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Family & Lifestyle

Here are five ways to help you enjoy the transition to retirement and live life to the fullest.

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Retirement & Longevity

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