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
Niches

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

Start fresh with your financial planning this winter

Review your eligibility for benefits programs and get organized for the year.
Family & Lifestyle

Market forecasts

12/05/2022
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Grasp of equity indices nuances enhances market insights

12/02/2022
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

The labor market is dead, long live the labor market

12/02/2022
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Weekly market guide

12/02/2022
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing

The importance of a good paper trail

Living life and facing death can be liberating (and it doesn’t have to be difficult).
Estate & Giving
*Available through Raymond James Trust, N.A., an affiliate of Raymond James & Associates, Inc.
Background Rotating Sphere Pattern

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.

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.

© 2022 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use