THERE IS NO ONE QUITE LIKE YOU

ISN’T IT TIME YOUR FINANCIAL PLAN AND INVESTMENTS REFLECT THAT?

As your financial advisors, we want to understand why you do what you do, who you are doing it for, and why it’s important to you. Our process revolves around you, understanding what makes you unique and understanding what drives your decisions.

This is how we guide you to pursue the personal goals and financial objectives important to you and your family. You can count on us for customized financial planning, a powerfully intuitive proprietary investment process, risk management strategies, and trust and estate services*.

At EKS Wealth Management of Raymond James, we believe success is the balance of living a full and satisfying life today, while planning for an even better tomorrow.

EXPERIENCE, KNOWLEDGE, SERVICE:
THIS IS THE EKS DIFFERENCE.

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Get to know Our Team

George D. Ewins Jr.
George D. Ewins Jr., CPM, CEPA®
Senior Vice President, Investments Co-Branch Manager
Richard J. Kowalski
Richard J. Kowalski
Senior Vice President, Investments Co-Branch Manager
Theresa R. Swett
Theresa R. Swett
Financial Advisor Practice Business Manager
Faith Galusha
Faith E. Galusha
Senior Client Service Associate
Located on the shores of Lake Champlain in downtown Burlington, Vermont

Information & insight

Time in the market is far more powerful than trying to time it.
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Markets & Investing
As a growing number of state-facilitated retirement plans are implemented across the country, offering more robust employee benefits could benefit your business’s bottom line.
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Business Ownership
How to determine if this retirement vehicle makes sense for you.
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Business Ownership
The S&P 500 and NASDAQ closed the month with new all-time high marks.
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Markets & Investing
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
*Available through Raymond James Trust, N.A., an affiliate of Raymond James & Associates, Inc.
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LET US GET TO KNOW YOU

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.


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