As a client of Ely Clark & Associates Wealth Management of Raymond James, your portfolios, as well as your financial and estate plans, are specifically designed to fit your individual circumstances and to meet your goals. Your input is central to this process and allows us to ensure the plan we create fits your needs. At Raymond James Ltd., we are not pressured to sell any particular investment products; our recommendations are based entirely on the information we gather from you and on our independent research. While we are strong proponents of fee-based services, our clients also have a choice of traditional commission accounts. It is our personal mission to give our clients a sense of confidence regarding their financial future by offering a detailed, step by step process to establish their financial action plan, and provide continued support and guidance. Putting clients first has resulted in strong, lasting relationships. Ely & Associates utilize a step by step process to establish a financial action plan followed by continuous support and guidance. We specialize in retirement planning and work with our clients to design portfolios which will best meet their individual needs. We will then meet with clients on a regular basis to ensure that their investments remain suitable for their objectives throughout changing personal and market conditions. Meet the Team:
Mark Ely, Financial Advisor
Brad Clark, CFP, CIM, Associate Financial Advisor
Matthew Powell, CFP, CIM, Financial Planner
Lindsay Pepper, Administrative Assistant
