Your vision, our strategy.
Building Generational Wealth Through Strategic Planning
Our advisors develop an uncommon understanding of where you want to be and develop wealth strategies for a personalized portfolio to help you get there.
Our Difference
From your first goals to your legacy, achieving financial clarity and confidence starts with two things: the strategies we tailor for you—and the way we stand beside you every step of the way.
We take the time to understand where you’re headed, then build a plan to help you get there—personalized, purposeful, and designed to grow with you.
Strength in partnership.
Powered by FNBO’s 165+ years of experience and the global expertise of Raymond James, we deliver support that’s both personal and powerful.
Security that never sleeps.
From SIPC protection to 24/7 cyber defense, we go beyond expectations to help safeguard your data, your assets, and your peace of mind.
Raymond James is not affiliated with the above organizations and/or charitable causes.
You should discuss any tax or legal matters with the appropriate professional.
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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.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as First Investment & Planning and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. FNBO and First Investments & Planning are separately owned and operated and not independently registered as broker-dealers or investment advisers. Raymond James Corporate Private Notice may be accessed here and Legal disclosures may be accessed here.
Links are being provided for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed web sites or their respective sponsors. Raymond James is not responsible for the content of any web site or the collection or use of information regarding any web site’s users and/or members.
Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE