A wealth of financial experience working for you and your family
Our team has more than 125 years of combined financial industry experience, while our financial advisors average 27 years of experience each and hold accredited professional designations such as Certified Investment Management Analyst® and Certified Financial Planner™ professional. It means we have the knowledge and capabilities to address the more sophisticated needs of affluent families and individuals – all in one office, with a savvy team to serve as a single trusted point of contact.
Please note that changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, as Raymond James financial advisors we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.
“We want to make a meaningful impact on our clients’ lives. For anything they need or any obstacle they encounter, they have a dynamic team to help them.”
