442 3rd St
Neptune Beach, FL 32266
Menu
Neptune Beach, FL 32266
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.
Eleven Atlantic
442 3rd St.
Neptune Beach, FL 32266
PH: 904-247-3406
Eleven Atlantic
442 3rd St, Neptune Beach, FL 32266 • Phone: 904-247-3406 • Fax: 904-249-2535
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Keiron Partners and Eleven Atlantic True Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members. Raymond James Privacy Notice
© 2019 SMR, Inc.