FAMILIES AND INDIVIDUALS
PRAGMATIC WEALTH MANAGEMENT FOR FAMILIES AND INDIVIDUALSWe have had the privilege of guiding generations of clients, applying a consultative approach to managing the complexities that accompany wealth. Our offerings reflect the distinct needs of the families we serve, including coordination with other professional advisors such as CPAs and attorneys to help ensure our service is in harmony with all aspects of your life.
From private wealth management to customized estate planning and wealth transfer, you can turn to us for comprehensive financial planning and leading-edge resources. Our access to technology, research and specialized knowledge allows us to nimbly adapt to your needs and objectives.
You’ve spent a lifetime building a legacy. Let our prudent approach help you make the most of it.
Services Include
- Wealth & Investment Management
- Banking & Lending Solutions 1
- Insurance & Annuities 2
- Legacy Planning
- Wealth Transfer
- Risk Management
1Lending solutions offered by Raymond James Bank, an affiliate of Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs.
2Insurance and annuities offered through Raymond James Insurance Group. Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. are affiliated with Raymond James Insurance Group.
LATEST
NEWS
Congratulations Joan!
Joan F. Bowers has been named to Forbes’ 2025 list of Best-in-State Women Wealth Advisors. See the full rankings here: https://www.forbes.com/lists/best-in-state-women-advisors/?sh=2262cc761d11 The 2025 Forbes Top Women Wealth Advisors Best-in-State list, developed by Shook...
Exciting News!
Joan F. Bowers has been named Best-in-State Top Women Wealth Advisor by Forbes! See the full 2024 rankings here: https://www.forbes.com/lists/best-in-state-women-advisors/?sh=2262cc761d11 The Forbes America's Top Women Wealth Advisors Best-In-State 2024, developed by Shook...
Retirement doesn’t have to mean leaving your career behind
More and more Americans are incorporating work into their retirement years. The traditional image of retirement as a time of purely leisurely pursuits is no longer the norm for many Americans. A growing number of people over the age of 65 are choosing to remain in the workforce...