09/04/2026
Here's to the hard work behind every goal.
Happy Labor Day!
Helping corporate professionals, business owners, and high-net-worth families navigate life’s financial transitions with clarity, strategy, and confidence.
09/04/2026
Here's to the hard work behind every goal.
Happy Labor Day!
06/19/2026
Honoring the fathers and father figures who encourage, support and inspire us every day.
Happy Father's Day on Sunday!
05/13/2026
100 Holes of golf completed on Monday, thanks to everyone for their support!
Calling all UNC Alumni living in the Charleston SC area, please DM me if you want to be included in the UNC Alum email.
We are trying to revamp this local chapter and need your help.
Go Heels!
As the tax filing deadline approaches, one reminder worth sharing:
Once you file, most planning opportunities are gone.
Before hitting "submit," it's worth pausing to ask:
- Did I maximize retirement contributions?
- Did I miss a deductible item or opportunity?
- Would filing an extension actually create more flexibility, not less?
Filing on time is important.
Filing thoughtfully is better.
A few extra days—or weeks—can make a meaningful difference.
May 11, I will be participating in the 100 Hole Golfathon to raise money and awareness for First Tee - Greater Charleston.
I will be playing from sun-up to sun-down, walking, running, and riding 20+ miles, taking hundreds of swings along the way. It will be a fun but challenging day, and your support will help keep me going!
12/30/2025
Financial resolutions can help you turn intentions into action.
From budgeting to building emergency savings, discover strategies to make 2026 your most prepared year yet.
Happy New Year and here's to a great 2026!
Financial resolutions for 2026 raymondjames.com
11/26/2025
Here's to good food, great company and meaningful moments. Happy Thanksgiving!
11/11/2025
Today we honor all those who served. Thank you to our veterans for your courage, sacrifice, and dedication.
09/11/2025
May we never forget September 11, 2001.