A Higher Value Experience

Trust, Integrity, and Leadership

These are the core values which have built our strong reputation for almost 30 years.  They remain at the heart of our operation and actions.

Top 3% of Raymond James Offices

Our team is a 2016 Chairman’s Council* office of Raymond James Financial Services, one of the largest independent financial firms with over 3,487 advisors. 

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*Membership as of 6/30/2015 is based on prior fiscal year production with re-qualification required annually.