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Estate Planning
We assist you in managing and transferring your wealth and ideals read more
Tools to pursue your passions
Personalized Guidance & Strategies

About Us


Eric has more than a decade of experience in the financial services industry. Eric earned his CERTIFIED FINANCIAL PLANNER™ certificate in 2008. Currently, read more

About Raymond James

Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
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