Financial wisdom applied to your life

Our skilled, seasoned professionals are here to help you succeed. With more than 80 years of collective industry experience, our astute team takes a comprehensive approach to the management of your financial life. Through goal-based planning and our hands-on process, we strive to ensure your custom plan remains aligned with your goals as you move through life.

We are committed to making the best possible recommendations for your financial and investment plans. Nothing is done in a cookie-cutter fashion. We pledge to be responsive to you whenever you call us with a question or concern – and derive great satisfaction from educating and informing you on all things financial.

The pledged-securities mortgage explained

Savvy investors can leverage their assets to secure a loan using a pledged-securities mortgage. 
Family & Lifestyle

IRS suspends missed RMD penalty for certain inherited IRAs

Some beneficiaries who inherited an IRA in 2020, 2021, 2022 or 2023 will not face withdrawal penalties until 2025.
Retirement & Longevity

Protecting your Social Security payout

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity

Alternative investments: Thinking beyond the traditional asset classes

Discover the reasons investors diversify their portfolio with alternative investments.
Markets & Investing

True fixed income: Are you comparing apples to oranges?

04/22/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

High inflation is never good, but markets have been overreacting

04/19/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Market volatility is a normal feature of long-term investing

04/19/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Don’t let estate blunders get in the way of your wishes

These cautionary tales of estate planning mistakes offer a few important lessons.
Estate & Giving

Define your personal philanthropic mission

A compelling plan to make a genuine impact on the world has a variety of components.
Estate & Giving

Reviewing the building blocks of the global food chain

04/15/2024
Declining crop prices are helping to alleviate inflationary pressures, notes Pavel Molchanov, Managing Director, Energy Analyst, Equity Research.
Markets & Investing

Odds and ends

04/15/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

CPI inflation and Federal Reserve rates decision: Back to the drawing board?

04/12/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Trusted investment guidance

Starts Here

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.. Pinnacle Bank and Moody + East Investment Partners, Pinnacle Financial Partners, and Pinnacle Asset Management are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

© 2024 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use