Today, I provide Investment Management, Wealth Preservation and Wealth Management Services and more through Raymond James. We call it Private Wealth Management.
I have been serving the financial needs of business owners and corporate executives for more than 20 years. As a Wealth Management Specialist, I work to manage people's wealth to help them pursue their goals. Over the years we have developed and refined a four step process that helps our clients achieve a work option lifestyle. That process helps put all the pieces together. It's a dynamic process
05/29/2026
Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector helped lead the way as the market pushed ahead through inflationary pressures. Get the details in the May market recap:
May review: Tech earnings drive markets despite macro uncertainty raymondjames.com
As you get closer to retirement, there are important milestones that come as you celebrate specific birthdays. Read this Retirement Planning Milestones resource to learn more about the financial milestones that may be coming up.
Retirement Planning Milestones massmutualascend.com
05/29/2026
Equity futures point to a higher opening this morning after the major averages secured a clean sweep of record closing highs in yesterday's action, with the S&P 500 and DJIA also notching record intraday highs.
Read more in the Morning Brew.
Morning Brew: May 29, 2026 amazonaws.com
05/28/2026
As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work in favor of the long haul:
Cordially divided: the joy of prenups as planning tools raymondjames.com
05/28/2026
Despite headwinds, fundamentals remain strong. In Weekly Headings, Raymond James Chief Investment Officer Larry Adam explains the dynamics at play in the upgraded year-end S&P 500 target:
Weekly Headings: May 22, 2026 raymondjames.com
05/28/2026
Equity futures point to a modestly lower opening this morning as an escalation in hostilities between the U.S. and Iran sends oil prices higher.
Read more in the Morning Brew.
Morning Brew: May 28, 2026 amazonaws.com
05/27/2026
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place. Learn how to protect yourself and your loved ones:
Protecting your Social Security payout raymondjames.com
05/27/2026
Stocks were supported by lower oil prices and a rally across semiconductor names, with one member surpassing $1 trillion market capitalization after UBS raised its price target.
Read more in the Morning Brew.
Morning Brew: May 27, 2026 amazonaws.com
05/15/2026
Weigh the benefits and limitations of active and passive investment strategies, and understand why it's not an either-or decision:
Active and passive investment strategies, explained raymondjames.com
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |