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.

12/01/2020
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Money Moments

Get to know Our Team

George D. Ewins Jr.
George D. Ewins Jr., CPM
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

5 Benefits of Donating Appreciated Stock

Giving appreciated equity can be a gift for both you and your favorite charity.
Estate & Giving

Simplify Your Play Against Inflation

10/25/2021
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Does Stagflation Threaten the U.S. Economy?

10/25/2021
Raymond James CIO Larry Adam explains why stagflation – the combination of stagnant growth and high inflation – isn’t likely to overshadow 2022.
Economy & Policy

Reconciliation Bill Evolves; Tax Rate Increases Less Likely

"At this time, there are not enough votes to pass a corporate tax rate increase," writes Raymond James Washington Policy Analyst Ed Mills.
Economy & Policy

Weekly Market Snapshot

10/22/2021
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy

Weekly Market Guide

10/22/2021
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing
*Available through Raymond James Trust, N.A., an affiliate of Raymond James & Associates, Inc.
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LET US GET TO KNOW YOU

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