304 Family Wealth of Raymond James

09/14/2026

🎉 Happy Birthday, Adam! 🎉

Today, we're celebrating Adam and all that he brings to our team and our community. We're grateful for his dedication to helping clients pursue their financial goals, and even more grateful to have him as part of our team.

Please join us in wishing Adam a very happy birthday! We hope your day is filled with good company, great memories, and plenty of cake.

09/11/2026

Older adults are often at increased risk for financial fraud and exploitation, making awareness and monitoring especially important. This Cybersecurity Awareness Month, we're highlighting EverSafe®*, which includes specialized protections designed to help identify suspicious activity and support seniors and their families. Reach out if you'd like to discuss strategies for helping protect yourself or a loved one from identity theft, scams and financial exploitation.

Raymond James is not affiliated with EverSafe®

09/10/2026

We were proud to make a $1,000 donation to the Gordonsville High School Volleyball Team! Supporting local students and our community's young athletes is something we're honored to be a part of. Opportunities like these help provide students with the resources and experiences they need to grow both on and off the court.

We're grateful for the opportunity to support the Gordonsville High School volleyball program and wish the team an amazing season!

Keep up the great work, ladies! 🏐👏

09/09/2026

We were honored to make a $750 donation to the Capshaw Elementary PTO. Supporting our local schools and the students they serve is something we're proud to be a part of.

We believe that investing in our community means supporting the people and organizations that help make it a great place to live, learn, and grow. Thank you to the Capshaw Elementary PTO for all you do for the students, teachers, and families at Capshaw Elementary!

09/08/2026

We were honored to present a $2,500 donation to the Cookeville High School Marching Band!

The CHS Marching Band has been selected to represent the great state of Tennessee in the 2027 Independence Day Parade in Washington, D.C. 🇺🇸🎺 We are proud to support their journey and help contribute toward the costs of this incredible opportunity.

As a local financial advising firm, we believe in investing not only in the financial future of our community, but also in the people, students, and organizations that make our community special.

09/07/2026

Our offices and financial markets will be closed Monday, September 7th, in observance of the holiday.

Wishing you a safe and happy Labor Day!

09/04/2026

Financial planning often begins with a simple question:

What would happen to the people you care about most if something unexpected occurred?

Protection is about more than finances. It's about helping create confidence, security, and stability for the people who depend on you.

Having a plan in place today can help your loved ones navigate tomorrow with greater clarity.

09/03/2026

Private credit direct lending investments may bridge the reward gap for income-seeking investors with slightly more tolerance for risk. Learn more:

raymondjames.com

09/02/2026

Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage begins:

raymondjames.com

09/01/2026

We're proud to announce our CEO, Matt Brown, has been named to the Forbes 2026 Best-In-State Next-Gen Wealth Advisors List.

This recognition reflects Matt's dedication to helping individuals and families build confident financial futures, and his commitment to providing thoughtful, personal guidance right here in our community.

You can read the full press release on our website.

2026 Forbes Best-in-State Next-Gen Wealth Advisors, developed by Shook Research, is based on the period 3/31/25 to 3/31/26 and was released on 8/11/26. 53,000 nominations were received and 2,171 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4z1aHHr. Please see https://www.forbes.com/top-next-gen-advisors for more info.