Heather Allman, Financial Advisor with Raymond James

Heather Allman, Financial Advisor with Raymond James A personalized approach to managing wealth. When planning your financial future, many details regarding your money and your life’s goals must be addressed.

With so much at stake, why not look to someone who is held to the highest ethical and professional standards in the industry, one who you can be confident has the education and experience to assist you with the complex financial needs to plan for your future. When working with me, you and your needs are the focus of the financial planning relationship and drive the recommendations for your overall

wealth management approach. And we will be there to help you each step of the way in the pursuit of your financial goals. Heather R. Allman, AAMS®
Financial Advisor


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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

For an index that is virtually unchanged year-to-date, there is a lot going on beneath the surface. ~20% of S&P 500 stoc...
03/02/2026

For an index that is virtually unchanged year-to-date, there is a lot going on beneath the surface. ~20% of S&P 500 stocks are down over 10% YTD and ~10% are down over 20%, while the "average stock" is up 7%.

Read more in the Weekly Market Guide.

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Today we recognize the contributions and achievements of our nation's presidents. The markets will be closed today Febru...
02/06/2026

Today we recognize the contributions and achievements of our nation's presidents. The markets will be closed today February 16th.

Equity futures point to a mostly higher opening this morning after stocks posted solid gains in their first February ses...
02/03/2026

Equity futures point to a mostly higher opening this morning after stocks posted solid gains in their first February session yesterday

Read more in the Morning Brew.

GCM_Morning_Brew.pdf

Wishing everyone a bright new year ahead!
12/30/2025

Wishing everyone a bright new year ahead!

May the meaning of Christmas bring happiness to your heart and home.
12/23/2025

May the meaning of Christmas bring happiness to your heart and home.

With the Fed expected to cut rates again tomorrow, markets are already weighing 2026 policy shifts amid rising global ra...
12/09/2025

With the Fed expected to cut rates again tomorrow, markets are already weighing 2026 policy shifts amid rising global rate hike expectations. CIO Larry Adam shares insights in Up & Adam.

amazonaws.com

Despite a mid-month pullback of 5% for the major US equity indexes, their first in over six months, a late rally tied to...
12/02/2025

Despite a mid-month pullback of 5% for the major US equity indexes, their first in over six months, a late rally tied to increased expectations for a December interest rate cut helped them finish November with positive performance. Check out the monthly recap.

raymondjames.com

Here's to good food, great company and meaningful moments. Happy Thanksgiving!
11/27/2025

Here's to good food, great company and meaningful moments. Happy Thanksgiving!

With gratitude and respect, we thank our veterans today and always.
11/11/2025

With gratitude and respect, we thank our veterans today and always.

Equity futures point to a higher open this morning after a somewhat tumultuous week characterized by weakness across the...
11/11/2025

Equity futures point to a higher open this morning after a somewhat tumultuous week characterized by weakness across the mega-caps.

Read more in the Morning Brew.

GCM_Morning_Brew.pdf

Equity futures point to a lower open as the recent AI rally meets some resistance following another session of thin lead...
11/04/2025

Equity futures point to a lower open as the recent AI rally meets some resistance following another session of thin leadership from the mega-caps yesterday.

Read more in the Morning Brew.

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400 W Third Street
Defiance, OH
43512

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