11/14/2025
Capitas Advisory Group of Raymond James
Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC.
Capitas Advisory Group of Raymond James specializes in helping owners with business sales, efficiently managing and preserving the wealth created so you can explore the “work optional” lifestyle. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htm
11/14/2025
11/05/2025
Last week, I had the chance to give back to a community that has given so much to our country. At Raymond James' annual Veterans Financial Advisors Network (VFAN) conference, I joined a panel at our home office discussing two areas I'm passionate about: working with business owners and exploring alternative investments.
Sharing the stage with leaders from our investment banking and alternatives teams—and hearing from our firm's president, Tash—was a reminder of the depth of expertise and commitment within Raymond James.
VFAN is more than a network; it's a mission to empower veterans to thrive in financial services. As a veteran myself, being part of that conversation was meaningful and humbling.
Great job Brianna Perry for helping make this a impactful conference.
To everyone who served and continues to serve in new ways—thank you.
Tyler Thompson
10/22/2025
From choosing the right setting to assigning meaningful roles, hosting a family meeting can be a powerful step in your estate planning journey. Learn how to make it productive and inclusive.
A step-by-step guide to hosting a family meeting raymondjames.com
09/25/2025
You already know interviewing best practices. Instead of reading more generic advice on hiring, discover how you reimagine the process for better outcomes:
Reduce risk in your hiring process by reimagining it raymondjames.com
09/15/2025
Want your children to learn life skills that will make them confident, resilient adults? You can teach them about business early. Here are four ways:
Four ways to teach your kids about business raymondjames.com
At Raymond James, relationships come first. I'm proud to be with a firm that empowers advisors to invest deeply in what matters most: clients.
J.D. Power U.S. Investor Satisfaction Award for 1/24-12/24, announced 3/20/25. Based on 7,876 responses from Advised Investors, 1 company out of 24 was chosen as the winner. Fee paid only for promotion. More: https://bit.ly/4kHB3qv. For J.D. Power 2025 award information, visit jdpower.com/awards.
09/11/2025
May we never forget September 11, 2001.
09/11/2025
We stand united in reflection on this solemn day. May we never forget September 11, 2001.
09/10/2025
A space I'm passionate about! Residential services like plumbers and HVAC, roofing and garage door businesses are seeing a boom in private equity investment. Read this to find out what that means for you as an owner or investor.
Private equity comes to residential services raymondjames.com
08/14/2025
Think you've maxed out retirement contributions? If you're a business owner, cash balance plans might have you rethinking that. Learn more:
Cash balance plans: A game-changer for high-income business owners raymondjames.com
07/29/2025
Raymond James just delivered its 150th consecutive quarter of profitability. This milestone is a testament to the firm's unwavering commitment to putting clients first – through good markets and bad!
07/11/2025
Passionate about being a force for good in your community through giving? Starting a corporate donor advised fund can give you an easier way to make a greater impact and offers immediate tax benefits. Learn more about donor advised funds and their benefits.
Enhance your corporate giving strategy with a donor advised fund raymondjames.com
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About Us
We’ve found that our unique blend of storied experience and savvy knowledge puts us in position to serve the most discerning clients. Well-suited for those seeking a first-class wealth management experience, our collaborative team caters to sophisticated investors in need of tailored portfolio and investment advice.
When you entrust your financial affairs to us, you’ll find that we address the management of your wealth with the utmost level of care and specialized support – tailored to your unique needs.
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| Monday | 9am - 4pm |
| Tuesday | 9am - 4pm |
| Wednesday | 9am - 4pm |
| Thursday | 9am - 4pm |
| Friday | 9am - 4pm |