Consilium Wealth Partners of Raymond James

Consilium Wealth Partners of Raymond James Pursuing your financial goals with experienced guidance. Aguirre, CFP®

Robin Johnson
Sr. Registered Client Service Associate

Magda Lesmana
Sr.

Along with challenges, the market also brings new opportunities - you just have to know where to look and when to take action. Over the years, we've helped clients navigate through challenging times with purpose and confidence toward their financial goals, and we're here to help you, too. We can offer you an array of personalized financial services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

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Ken Robbins
Senior Vice President, Investments

Aaron J. Werner, CFP®
Vice President, Investments

Kathy Roshay
Financial Advisor, AAMS™

Michelle Moore
Financial Advisor

Veronica H. Registered Client Service Associate

Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htm

Investors have navigated a variety of challenges so far in 2026. Raymond James Chief Investment Officer Larry Adam exami...
10/02/2026

Investors have navigated a variety of challenges so far in 2026. Raymond James Chief Investment Officer Larry Adam examines the risks and opportunities that could shape the months ahead.

raymondjames.com

How effective will higher interest rates be in helping to bring down inflation? Raymond James Chief Economist Eugenio Al...
10/02/2026

How effective will higher interest rates be in helping to bring down inflation? Raymond James Chief Economist Eugenio Alemán explains the economic data points and dynamics in play.

raymondjames.com

Oct. 2 - Equity futures point to a higher open this morning as oil prices move firmly lower, which has in turn caused U....
10/02/2026

Oct. 2 - Equity futures point to a higher open this morning as oil prices move firmly lower, which has in turn caused U.S. Treasury yields to move modestly lower as well.

Read more in the Morning Brew.

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September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond mar...
10/01/2026

September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond market took center stage. Get the details in the latest market recap:

raymondjames.com

Oct. 1 - Equity futures point to a higher opening this morning amid renewed enthusiasm surrounding the AI trade.Read mor...
10/01/2026

Oct. 1 - Equity futures point to a higher opening this morning amid renewed enthusiasm surrounding the AI trade.

Read more in the Morning Brew.

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The S&P 500 index has largely grinded sideways for the last two months, weathering the impact of higher oil prices and i...
10/01/2026

The S&P 500 index has largely grinded sideways for the last two months, weathering the impact of higher oil prices and interest rates.

Read more in the Weekly Market Guide.

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Sept. 30 - Equity futures point to a flattish opening this morning as investors await a full slate of economic data and ...
09/30/2026

Sept. 30 - Equity futures point to a flattish opening this morning as investors await a full slate of economic data and some consequential earnings reports after the close.

Read more in the Morning Brew.

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Sept. 29 - Equity futures point to a modestly higher opening this morning as some of Monday's pressure from crude oil an...
09/29/2026

Sept. 29 - Equity futures point to a modestly higher opening this morning as some of Monday's pressure from crude oil and Treasury yields eases.

Read more in the Morning Brew.

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Sept. 28- Equity futures are pointing to a lower open amid an unsettled U.S.-Iran backdrop. President Trump rejected Ira...
09/28/2026

Sept. 28- Equity futures are pointing to a lower open amid an unsettled U.S.-Iran backdrop. President Trump rejected Iran's ceasefire proposal, while U.S. officials indicated that talks are continuing and the two sides remain far apart.

Read Morning Brew.

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See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
09/25/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

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301 N. Lake Avenue
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91001

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Tuesday 9am - 5pm
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