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.
DO I NEED A FINANCIAL ADVISOR?
ADVICE FOR ACCESSING MY TRUST
HELPING WITH SERVING MY NONPROFIT
CONSOLIDATE MY MULTIPLE ACCOUNTS
Get to know Our Team
Information & insight
Weekly investment strategy
Review the latest Weekly Headings by CIO Larry Adam.
Currency: The Economy’s Shock Absorber
Chief Economist Eugenio J. Alemán discusses current economic conditions.
Weekly market guide
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.