Our typical client is an individual or family wishing to partner with a compassionate professional who will provide specific and personalized investment management and financial planning.
As professional advisors, we are acutely conscious of the pace and dynamics of change across the financial planning landscape. As we continue to keep abreast of the continuous changes ourselves, we also recognize how important it is to share that information with our clients.
Therefore, we keep our clients regularly informed on the state of the domestic and global economy via weekly, monthly and quarterly newsletters, as well as information on unforeseen events that may affect clients’ financial situations or decisions. Through our ongoing education series and newsletters, our clients can stay up to date with changes that may impact them, helping them make better-informed decisions about their financial lives.
Raymond James is not affiliated with and does not endorse any of the organizations mentioned above.
Courtyard Marriott – 4455 Metro Parkway – Fort Myers 33916 – Monday, February 25th at 6:30pm
Marriott Dadeland – 9090 S Dadeland Blvd – Miami 33156 – Tuesday, February 26th at 6:30pm
Courtyard Marriott – 2440 W Cypress Creek Rd – Fort Lauderdale 33309 – Wednesday, February 27th at 6:30pm
Courtyard Marriott – 600 Northpoint Parkway – West Palm Beach 33407 – Thursday, February 28th at 6:30pm
Fenway Hotel – 453 Edgewater Dr – Dunedin 34698 – Thursday, February 28th at 6:30pm
Courtyard Marriott – 4670 Lenoir Ave S – Jacksonville 32216 – Monday, March 4th at 6:30pm
Courtyard Marriott – 3700 SW 42nd Street – Gainesville 32608 – Monday, March 4th at 6:30pm
Courtyard Marriott – 730 N Magnolia Ave – Orlando 32803 – Tuesday, March 5th at 6:30pm
Springhill Suites – 1300 Executive Center Dr. – Tallahassee 32301 – Tuesday, March 5th at 6:30pm
Courtyard Marriott – 3805 W Cypress Street – Tampa 33607 – Wednesday, March 6th at 6:30pm