Our staff of advisors collectively possess over 65 years of investment expertise.
The two Raymond James Registered Principals, J. David Pesterfield, MBA, CFP® and Paul Ross, MA, CLTC are long retired military officers, conservative, and with over 40 years experience in the advisory and investment community.
Our advisors offer securities and other services through Raymond James Financial Services, a full service broker/dealer with headquarters in St. Petersburg, FL.
As we are a Florida company, we are highly focused and completely understand the unique investment concerns and opportunities of Florida residents.
We do, however, continue to maintain outstanding financial and professional relationships with individuals from other states and countries as well.
While we have no control over market fluctuations, we would like to assure you that we are here to provide you with solutions to your problems and answer any questions you might have.
Our staff has the expertise required to assist individuals, families, and companies with assessing and meeting their financial goals.
If you need a financial team to help you meet your planning and retirement goals, need a second opinion, or just have questions, we are here for you.
Education is the key. We strive to educate our clients to enable them to reach their financial goals.
We are committed to guiding our clients through the labyrinth of tax laws, trust, philanthropy, Social Security planning, generational wealth transfers, stretch IRA techniques, and asset allocation wealth management.
We also offer insurance planning through Raymond James Insurance Group and Trust Services through Raymond James Trust N.A.
*Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
*Diversification and asset allocation do not ensure a profit or protect against a loss. Past performance may not be indicative of future results.
*Raymond James Insurance Group and Trust Services is an affiliate of Raymond James Financial Services, Inc.
442 3rd St.
Neptune Beach, FL 32266