Life Is About Perspective. See Things Differently.



At Vantage Point Advisors of Raymond James, our story begins not with numbers or portfolios, but with perspective – a higher view. In life, just like in investing, where you stand determines what you see.

THAT’S WHY WE TAKE THE TIME TO UNDERSTAND WHAT TRULY MATTERS TO YOU—YOUR GOALS, YOUR VALUES, YOUR LIFESTYLE—SO WE CAN OFFER MORE THAN ADVICE.

We offer a perspective tailored to your unique journey. When you have the right vantage point, you don’t just see the future. You shape it.

Meet Our Team

Gary Kleinman
Gary Kleinman, WMS®
Senior Vice President, Investments Managing Director
Cory Kleinman Bio Image
Cory Kleinman, AAMS®
Senior Vice President, Investments
Reagan Fricke
Reagan Fricke
Financial Advisor
Jennifer Rodriguez
Jennifer Rodriguez, AAMS™
Senior Registered Client Service Associate

Our difference

As your center point of guidance, we meet with your outside professionals to help ensure everything is working in harmony toward your goals.

People we serve

We serve the distinct needs of a diverse set of clients, including affluent families, business owners, corporate executives and retirees.

Advanced planning

For more complex financial matters, we collaborate with home office specialists on sophisticated strategies, including trust planning.

Information & insight

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
Raymond James CIO Larry Adam and team highlight the bill's key provisions and review what it means for the US economy.
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Economy & Policy
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
The new legislation likely has implications for all federal tax-filers in the United States.
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Tax Planning

Set them up for professional – and personal – success. 

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Business Ownership

Life is about perspective. See things differently.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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