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

Sailing into unknown seas for 2024

Raymond James Chief Investment Officer Larry Adam discusses the economic outlook for 2024.
Economy & Policy

Here we go again: Showdowns and shutdowns

09/29/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Despite a resilient economy so far in 2024, the outlook is getting murkier

09/29/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

A predictable pullback in equity markets

09/27/2023

Raymond James CIO Larry Adam discusses why we were due for the recent market volatility.
Markets & Investing

Tech nostalgia: In with the old

What inspires the recent appeal of obsolete technology.
Technology & Innovation

Where do Treasury yields go from here?

09/26/2023
Raymond James Senior Investment Strategist Tracey Manzi discusses the reasons Treasury yields are at multi-decade highs and how long the economy can support those rates.
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

 

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