Forsythia Private Wealth of Raymond James

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Forsythia Private Wealth of Raymond James Dedicated to the success of our clients through quality financial planning and thoughtful advice

Recognizing the importance of well-informed investors, we make every effort to educate all clients about the complexities of investing, while encouraging reasonable expectations of investment results. At Padawer Bratton Wealth Management of Raymond James, located in St. Louis, Missouri, we help investors through the process of obtaining financial independence so they can focus on the most important things in life. We provide the following products and services to retired senior executives, business owners, medical and legal professionals (including their families), women in business, and corporate executives through Raymond James:'

- advisory services
- asset allocation
- estate planning
- financial planning
- retirement planning
- college planning
- 401(k)
- insurance and annuities
- tax planning
- executive solutions
- cash management
- goal planning
- lending solutions*

*Service offered through Raymond James Bank, NA

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

For business owners, a successful transition starts long before there's a buyer at the table.On November 10, we're bring...
10/16/2026

For business owners, a successful transition starts long before there's a buyer at the table.

On November 10, we're bringing together a small group of business owners alongside Armanino and Husch Blackwell for our next Business Owner Strategy Summit.

The morning will focus on how business owners can better prepare for an eventual transition by aligning their business, personal wealth, family, and legacy goals.

This will be a small, discussion-based gathering, with attendance intentionally limited to encourage meaningful conversation and peer exchange.

Interested in joining us or learning more? Send me a DM to RSVP.

📅 November 10 | 7:00–9:00 a.m.
đź“Ť Husch Blackwell, 8001 Forsyth Blvd

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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

Explore our primer for helping newcomers to the big leagues navigate the slings and arrows that come along with outrageo...
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Explore our primer for helping newcomers to the big leagues navigate the slings and arrows that come along with outrageous fortune:

raymondjames.com

A quarter century has passed, but the memory remains. Today we honor the victims, survivors, and first responders of Sep...
09/11/2026

A quarter century has passed, but the memory remains. Today we honor the victims, survivors, and first responders of September 11th, 2001.

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, t...
08/31/2026

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, the underlying backdrop reinforced that the US economy continues to expand. Get the details in the August market recap:

raymondjames.com

Private credit direct lending investments may bridge the reward gap for income-seeking investors with slightly more tole...
08/26/2026

Private credit direct lending investments may bridge the reward gap for income-seeking investors with slightly more tolerance for risk. Learn more:

raymondjames.com

Putting parameters on a charitable gift can go a long way toward achieving your vision, but how strict is too strict?
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Putting parameters on a charitable gift can go a long way toward achieving your vision, but how strict is too strict?

raymondjames.com

Sector rotation helped the markets hold steady in July, with performance in sectors like health care, financials and ene...
08/03/2026

Sector rotation helped the markets hold steady in July, with performance in sectors like health care, financials and energy making up for a slowing tech sector. Get the details in the July market recap:

raymondjames.com

Qualified small business stock (QSBS) can offer significant tax benefits to small businesses seeking to raise capital an...
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Qualified small business stock (QSBS) can offer significant tax benefits to small businesses seeking to raise capital and those looking to invest in innovation:

raymondjames.com

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St. Louis, MO

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+13142142100

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