WHO WE ARE and why it matters
Our bios go into all the details, but right off the bat there are two things you should know about us. We love the people and families we work with. We love the freedom of being an independent practice and being able to offer customized, objective advice, without the conflicts of interest of the big broker/dealers. We love what we do, and who we do it for. To be able to bring value and make a difference in good peoples’ lives is an added bonus – truly a passion and a privilege.
Revive Your Retirement Savings
Is It Time for a Change of Plan?
The Twists and Turns of Social Security
Retiree in Training
Took Your 2020 RMD? IRS Offering Relief via Rollover Option
5 Considerations for Your Social Security Strategy
A Circle of Care
Social Security Myths and Misconceptions
CARES Act: Retirement Plans, Distributions and Contributions
When Markets Are Down, What Should You Do About RMDs?
Correcting Your Retirement Course
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.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Pier Avenue Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.