A disciplined approach to wealth management

We are pleased to announce that G.D. “Bo” Bragaw, III, has been named to the Forbes’ 2022 List of Best-in-State Wealth Advisors.

“This national recognition for Bo and WBO Partners acknowledges their commitment to clients and passion for assisting families and institutions to reach their financial goal.”

Marcus Aiello – Mid Atlantic Regional Executive

About Forbes ranking of Best-In-State Wealth Advisors
Data provided by SHOOK® Research, LLC. Data as of 6/30/21. Forbes.com (April 2022). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK® Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK® Research, LLC. Please visit forbes.com/best-in-state-wealth-advisors for more info.

Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Get to know Our Team

Bo Bragaw
Bo Bragaw, AIF ®
Managing Director Client Advisor
Tara Orendorff
Tara Orendorff, AIF®
Vice President Client Advisor
Mark Murphy bio image
Mark Murphy, MBA
Vice President, Wealth Management
Norman Townsend, CFP®
Vice President Client Advisor
Ed Bergen Bio Photo
Edwin Bergen II, AAMS®
Senior Registered Client Relationship Associate
Chase Stewart bio photo
Chase Stewart
Branch Operations Specialist
Lori Stimpson bio photo
Lori Stimpson
Senior Registered Branch Associate

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

Information & insight

What have markets learned about recessions?

08/19/2022
CIO Larry Adam explains why he doesn't think the U.S. economy is in a recession.
Markets & Investing

Weekly investment strategy

08/19/2022
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Dear Fed, esteemed markets: Your job is almost done, so try not to overdo it!

08/19/2022
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Are you and your partner on the same retirement page?

Many couples don’t agree on when, where or how they’re going to spend their golden years.
Retirement & Longevity

Weekly market guide

08/19/2022
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing

Who should you choose to execute your estate?

When selecting a personal representative to carry out the terms of your will, consider the role's many responsibilities.
Estate & Giving
Background Rotating Sphere Pattern

The future at your fingertips

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 our 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.

© 2022 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use