Concierge Wealth Management of Raymond James & Associates

Making time for wonder is not just for children. Explore how embracing curiosity and simple pleasures can support well being and help you reconnect with what matters most:

Rediscovering joy through childlike living raymondjames.com

🎉 Please join us in celebrating Ilona Box and her 29-year anniversary with Raymond James! 🎉
Over the years, Ilona has built trusted relationships, provided thoughtful guidance, and helped countless clients work toward their goals with confidence.
Her experience, compassion, and commitment to serving others are truly inspiring.
Congratulations on this remarkable milestone!

Your financial priorities can change throughout retirement. Regularly evaluating your plan can help you stay prepared for new opportunities and unexpected challenges:

A mid-retirement check-in raymondjames.com

Explore four ways to teach your children valuable skills that set them up for professional – and personal – success:

Congratulations to Chairman Emeritus Tom James on 60 years with Raymond James. His leadership and dedication have left a lasting impact on our firm, our culture, and the people he has mentored along the way.

Recognizing Juneteenth as an opportunity to honor history, celebrate progress and commit to the future. Our office and the market will be closed on June 19, 2026.

A 529 plan can be a very helpful saving tool when it comes to planning for education expenses. Understand the basics of 529s and how they can work beyond just college savings.

Saving for K-12 education with a 529 plan raymondjames.com