Keira Espada Financial Advisor

06/20/2025

Tom & myself along with fellow Rotarians lined Woodland Blvd with flags this past Saturday in honor of Flag Day! Here are a few fun facts about this patriotic celebration.

- Flag Day commemorates June 14, 1777, when the Second Continental Congress adopted the first official U.S. flag design: 13 stripes and 13 stars representing the original colonies.

- The colors of the flag have symbolic meanings: red for valor, white for purity, and blue for vigilance and justice.

06/12/2025

Global giving is growing, but donating across borders comes with unique challenges. Learn how to give internationally with impact—and potentially gain tax advantages.

raymondjames.com

05/26/2025

Today, we honor and remember the brave men and women who made the ultimate sacrifice for our freedom. Their courage and dedication will never be forgotten.

Our office will be closed on May 26th in observance .

05/16/2025

We just attended the Elevate National Conference in Orlando, FL, and WOW—what an incredible experience! We learned, we connected, and we had an absolute blast! The energy, the insights, and the fun made it truly unforgettable!

05/09/2025

Life can be unpredictable, but you can help your loved ones navigate difficult times with an heir preparation packet. Learn what to include so they have everything they need to carry out your wishes with clarity.

raymondjames.com

07/21/2023

Investing requires balancing the potential for risk with the possibility of reward. Together, we can review your portfolio and adjust your allocations as needed.

07/18/2023

While the first half of 2023 has been marked with ups and downs, the markets and economy have remained notably resilient. Ameriprise Financial experts reflect on these developments and share their insights on what investors can look for in the second half.

07/12/2023

Whether you're thinking of downsizing or rightsizing your home in retirement, here are a few factors to consider.

As your life evolves, your needs change. Here is what to consider as you evaluate your housing options in retirement.

07/10/2023

Millennials: Do you find yourself managing competing demands for your time, money and focus? Marcy Keckler, Ameriprise Financial Senior Vice President of Financial Advice Strategy & Marketing, offers these tips for staying on top of it all.

Six in 10 Millennials feel good financially, but they could benefit from additional planning, especially when it comes to weathering economic hiccups and taxes in retirement.