Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success.

We will work hand in hand with you – and, if need be, your other professional advisors – to select the service that best suits your needs, then apply our investment insight and expertise to tailor the required service to your unique situation and with your specific goals in mind.

Financial Products

Equities and Related Investments

  • Stocks
  • Convertible Securities
Financial Services

Cash Management

  • Capital Access Account
  • Client Interest Program
 
Fixed Income
  • Corporate Bonds
  • Preferred Securities
  • Brokered Certificates of Deposit
  • Government and Agency Securities
  • Municipal Bonds

Pooled Products
  • Closed End Funds
  • Money Market Funds
  • Mutual Funds
  • Unit Investment Trusts

Insurance Products
  • Annuities – Fixed, Indexed, Variable and Immediate
Investment & Advisory Services
  • College Planning
  • Transfers to Beneficiaries
  • Annuities
  • Retirement Planning
  • Individual Retirement Accounts (IRAs)
  • Small Business Retirement Plans: SEP, SIMPLE IRA and 401K
  • Managed Accounts
  • Freedom Account
  • PASSPORT Investment Account
  • Equity Research
  • Margin Accounts
  • Raymond James Mutual Fund
  • Research
  • 401k and Profit Sharing Plan Rollovers