304 Family Wealth of Raymond James

304 Family Wealth of Raymond James A family generational wealth planning office. I’m proud that my team has been named to Forbes’ list of 2023 Best-In-State Wealth Management Teams.

Our office focuses on generational wealth planning, with advisors on staff prepared to assist you at every stage of life. As the branch manager and generational wealth planner, I specialize in high net worth and affluent investors with an average net worth of over $1 million. Together, I work with my clients on estate, financial, and retirement planning to create a customized plan that focuses on

their long-term goals. See the full rankings here:

www.forbes.com/lists/wealth-management-teams-best-in-state/

Kevin Warsh's first Federal Open Market Committee meeting as Fed chair comes at a complex moment for monetary policy. Ra...
06/15/2026

Kevin Warsh's first Federal Open Market Committee meeting as Fed chair comes at a complex moment for monetary policy. Raymond James Chief Investment Officer Larry Adam shares what June's meeting could signal for markets and the Fed's path forward:

raymondjames.com

Wealth can open doors, but values help guide the path forward. Learn how a clearly defined and shared vision for your fa...
06/12/2026

Wealth can open doors, but values help guide the path forward. Learn how a clearly defined and shared vision for your family's wealth can help preserve your legacy and prepare future generations to make thoughtful financial decisions.

raymondjames.com

Compliance with state mandates is required, but employers have flexibility in how they meet those obligations.As state-m...
06/11/2026

Compliance with state mandates is required, but employers have flexibility in how they meet those obligations.

As state-mandated retirement programs roll out, many employers are using this moment to reassess their strategy and explore broader solutions, like a 401(k), that go beyond minimum requirements.

State-sponsored programs are designed to help employers satisfy minimum compliance requirements. Depending on plan design, employer-sponsored plans may offer additional flexibility and control compared to some state-sponsored programs — which employers often consider as part of broader recruitment, retention, and total rewards strategies.

Click the brochure to learn which states are affected and what the new retirement mandates could mean for your business.

raymondjames.com

06/10/2026

money.com

Most of us associate 529 accounts with college savings. They're flexible, allowing you to transfer assets to anyone for ...
06/09/2026

Most of us associate 529 accounts with college savings. They're flexible, allowing you to transfer assets to anyone for the purpose of furthering the education of your beneficiary. But did you know that a 529 can be a powerful estate planning tool, too?

raymondjames.com

Rising tech valuations and AI optimism have drawn comparisons to the dot-com era. In Weekly Headings, Chief Investment O...
06/08/2026

Rising tech valuations and AI optimism have drawn comparisons to the dot-com era. In Weekly Headings, Chief Investment Officer Larry Adam shares five key market distinctions:

raymondjames.com

06/05/2026

yahoo.com

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work i...
06/04/2026

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work in favor of the long haul:

raymondjames.com

To help create an effective retirement income plan, you should know these six things about Social Security survivor bene...
06/03/2026

To help create an effective retirement income plan, you should know these six things about Social Security survivor benefits:

raymondjames.com

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector h...
06/02/2026

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector helped lead the way as the market pushed ahead through inflationary pressures. Get the details in the May market recap:

raymondjames.com

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Cookeville, TN
38501

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Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

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