Strategic partners from raymond james
Raymond James helps us in many important ways, providing access to leading investment research, operational and trading support, market-leading technologies, and above all, to professionals who offer their invaluable insight on a wide spectrum of important financial disciplines. Here are key individuals in the Raymond James home office who help us serve you by serving as our strategic partners in wealth management, portfolio strategies and retirement planning:
Wealth Consultants
Through a customized discovery process, these professionals provide personalized technical advice and analysis, pulling together resources from across the firm.
Portfolio Consultant
Delivers comprehensive portfolio analysis and customized recommendations. Addresses risk management, taxes and concentrated holdings.
Wealth Strategists
A team of credentialed attorneys and state tax planning strategists who provide targeted advice and analysis.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
