General Info

We offer discreet, personalized investment advisory, financial planning and tax planning services. We are affiliated with Raymond James. Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.More than 6,500 financial advisors2.4 million client accounts2,600 locations (United States, Canada and abroad)$372 billion in client assets$38 billion managed by its subsidiary asset managersRaymond James Financial was recently named the best full-service broker in the 2011 SmartMoneyannual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.