Water Street Wealth Management of Raymond James

04/02/2026

In observance of Good Friday,
our office will be closed on
Friday, April 3rd, 2026

We will continue normal business hours on
Monday, April 6th at 8:30AM

11/27/2025

In observance of Thanksgiving,
our office will be closed on
Thursday, November 27th, 2025
And
closing at 1:00 PM Friday November 28th

We will continue normal business hours on
Monday, December 1st at 8:30AM

09/11/2025

Never Forgotten

09/01/2025

From our families to yours.

08/29/2025

In observance of Labor Day,
our office will be closed
Monday, September 1st, 2025

We will continue normal business hours on
Tuesday, September 2nd at 8:30AM

07/12/2025

The CITY HALL HISTORY TOUR is Wednesday, July 16 at 11 AM. Join the Bay County Historical Society for a walk back through time to learn about this beautiful building.

Cost: $5/ person

Learn more: https://www.bchsmuseum.org/events.html

Event Sponsor: Water Street Wealth Management of Raymond James

06/19/2025

In observance of Juneteenth, our office will be closed on
Thursday, June 19th, 2025

We will continue normal business hours on
Friday, June 20th at 8:30AM

05/28/2025

This week's report, written by Gina Fay, Director of Fixed Income Private Wealth, breaks down bonds and their value to high net worth investor's portfolios to create a customized tax-efficient portfolio to meet their specific wealth preservation and cash flow needs.

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05/23/2025

In observance of Memorial Day,
our office will be closed on
Monday, May 26th, 2025

We will continue normal business hours on
Tuesday, May 27th at 8:30AM

05/22/2025

🎉 Congratulations to Craig!
We're thrilled to share that Craig has been named one of Forbes' 2025 Best-in-State Wealth Advisors! What an incredible honor and a testament to his dedication and excellence. 👏

We're also proud to see so many colleagues and friends recognized alongside him. Here's to continued success and impact in the year ahead! 🌟

03/21/2025

Raymond James has topped the list for Advised Investor Satisfaction among wealth management firms. I'm proud to be part of a company that keeps the focus where it belongs: on you. Read the full announcement: https://go.rjf.com/4igasiW

J.D. Power U.S. Investor Satisfaction Award for 1/24-12/24, announced 3/20/25. Based on 7,876 responses from Advised Investors, 1 company out of 24 was chosen as the winner. Fee paid only for promotion. More: https://bit.ly/4kHB3qv.
For J.D. Power 2025 award information, visit jdpower.com/awards