Skip to content
Make an appointment
Menu
Home
About Us
About Us
John Meffert
Ross Davis
Jud Scroggie
Amanda Bryan
What Makes Us Different
Why Work With a CFP®
About Raymond James
Our Clients
Our Clients
Business Owners
Families & Individuals
Family Offices
Healthcare Professionals
Retirees
Our Difference
Our Difference
Our Process
Estate, Charitable Giving & Trust
Financial Planning
Investment Management
Investment Strategies
Portfolio Management
Resources
Resources
Commentary and Insights
Client Access Videos
Contact Us
Contact Us
Refer Us
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
Ocala FL - 7MU20
201 SW 2nd Street
Unit 102
Ocala, FL 34471
T: 352.719.0750
F: 352.719.0751
TF: 833.245.1333
Map and Directions
Map and Directions
Reset All Filters
Filter
Category
Business Ownership
Estate & Giving
Topic
Non-Profits
Media
Article
Tap into planned giving to help secure your nonprofit's future
Building a long-term pipeline may deliver the confidence your organization needs.
Read
Business Ownership
Load more
Load more