My Journey to Raymond James & Associates
After much due diligence and research, I am excited to announce I have joined Raymond James & Associates as a vice president of wealth management in its Ponte Vedra Beach, Florida office. As most of you know, I was employed by Bank of America Merrill Lynch for over 11 years, so the decision to make this move was not a lighthearted one. However, it was necessary to best serve you, my clients. You deserve to be affiliated with a firm that is aligned with our principles, goals and objectives.
With its client-first, people-centric culture, Raymond James allows me to thoughtfully live out my core values and personal philosophy. My dedication to you remains at the epicenter of my practice, and I look forward to serving you with the same commitment as I always have in this new role. I will continue to prioritize your interests by offering quality investments, technology, research and planning tools to help meet your needs.
This is an exciting time for us. As we make the most of this new chapter, I look forward to introducing you to the people, resources and broad scope of services Raymond James & Associates has to offer.
Sincerely,
Lynn S. Polley-Hoffman
Services we offer
Investment Strategies
Our team of professionals unlocks a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed and unified managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.
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.
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.
News & resources
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The global easing cycle will continue in the months ahead
Equity markets reaction to election: Strong.
Webinar replay - Post-election market analysis
Fed elects to cut rates for the second straight meeting
Go green this holiday season
The three ingredients of a purposeful retirement
Important financial considerations for single parents
How active and passive funds work differently
An elevated advisory experience
- The Polley-Hoffman Group
- 814 A1A N, Ste 100 Ponte Vedra Beach, FL 32082-3269
- T 904.273.1817
- F 904.273.2676
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