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

Translating market moves in challenging times

07/01/2022
CIO Larry Adam reaches back thousands of years for inspiration to navigate today's volatile markets.
Markets & Investing

Live by the numbers, die by the numbers

07/01/2022
Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy

Weekly investment strategy

07/01/2022
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Weekly market guide

07/01/2022
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing

Fed takes forceful approach to inflation

06/30/2022
Markets prepare for challenging times as the Fed ramps up its inflation fight.
Markets & Investing

Nudge Theory and the power of positive patterns

Small beneficial “nudges” can help build healthy habits – both personal and financial.
Family & Lifestyle
*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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