Our Partners at Raymond James

Raymond James helps support our business in many important ways. In addition to providing award-winning investment research, operational and trading support, and access to market-leading technologies, the firm surrounds our team with experts on a broad range of subjects such as wealth planning, insurance planning, structured lending, alternative investments, mortgages and more.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.