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

Sustainable Investing's Global Rise

Investing in companies that proactively manage environmental, social and governance issues is growing in popularity.
Markets & Investing

Midyear Rate Review

06/14/2021
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Support Your Long-Term Plan Throughout the Summer

Mark your calendar with important deadlines for taxes, savings account contributions and required minimum distributions.
Retirement & Longevity

Peak Inflation

06/11/2021
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy

Weekly Investment Strategy

06/11/2021
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Sustainable Investing Misconceptions vs. Reality

Set the record straight when it comes to these four common misunderstandings.
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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