Taras Wealth Management of Raymond James

Taras Wealth Management of Raymond James Jeanie is a native of Jacksonville, Florida, and is a graduate of The University of North Florida, where she earned a bachelor’s degree in finance.

Jeanie Taras: Since 1977, Jeanie has been helping investors like you through the process of pursuing their financial goals so that they can focus on the most important things in life. With the insight and industry knowledge that come with over 45 years in the business, Jeanie provides her clients the information they need to choose the most suitable investment products and services for their speci

fic financial needs, including portfolio management, retirement planning, personal financial planning and more. Jeanine was named to the 2022 edition of the Forbes list of Best in State Wealth Advisors.* She enjoys engaging with her fellow members at the Rotary Club of Jacksonville, acting as a trustee for the JAX Chamber, and serving local charities. She and her husband Steve have been married 46 years and have two children. In her free time, you’ll find her on the beach with her three grandchildren collecting shark’s teeth.

As summer comes to an end, several forces are shaping the conversation around the markets and economy. Raymond James Chi...
09/04/2026

As summer comes to an end, several forces are shaping the conversation around the markets and economy. Raymond James Chief Investment Officer Larry Adam explores the trends worth watching and the factors that could influence the path ahead.

raymondjames.com

The S&P 500 has largely consolidated over the past several weeks, following its sharp breakout to new all-time highs in ...
09/03/2026

The S&P 500 has largely consolidated over the past several weeks, following its sharp breakout to new all-time highs in early August.

Read more in the Weekly Market Guide.

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Private credit direct lending investments may bridge the reward gap for income-seeking investors with slightly more tole...
09/02/2026

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

raymondjames.com

Market volatility has remained subdued this summer, but history suggests the calm may not last. Raymond James Chief Inve...
08/28/2026

Market volatility has remained subdued this summer, but history suggests the calm may not last. Raymond James Chief Investment Officer Larry Adam shares five key catalysts that could challenge the market's recent complacency in the weeks and months ahead.

raymondjames.com

Investors Still Rewarded Despite Long List of Concerns: YTD the market has returned double-digit gains, supported by ear...
08/27/2026

Investors Still Rewarded Despite Long List of Concerns: YTD the market has returned double-digit gains, supported by earnings growth and a still constructive economic backdrop.

Read more in the Weekly Market Guide.

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Rising Treasury yields have investor attention, but they may be creating opportunity rather than signaling a bond market...
08/21/2026

Rising Treasury yields have investor attention, but they may be creating opportunity rather than signaling a bond market crisis. Raymond James Chief Investment Officer Larry Adam shares his insights in the latest Weekly Headings.

raymondjames.com

Market strength is coming on wide breadth- with the "average S&P stock," small caps, banks, transports, and health care ...
08/20/2026

Market strength is coming on wide breadth- with the "average S&P stock," small caps, banks, transports, and health care all trading at highs.

On the risk side, there are plenty of variables that could disrupt the momentum.

Read the Weekly Market Guide.

amazonaws.com

08/20/2026

Market strength is coming on wide breadth- with the "average S&P stock," small caps, banks, transports, and health care all trading at highs.

On the risk side, there are plenty of variables that could disrupt the momentum.

Read the Weekly Market Guide.

American families now take many forms as fewer adults marry or have children and more people build households outside tr...
08/18/2026

American families now take many forms as fewer adults marry or have children and more people build households outside traditional roles, reshaping how we think about care, connection and the future:

raymondjames.com

While European equities have reached record highs, US equities remain the global market leader. Raymond James Chief Inve...
08/14/2026

While European equities have reached record highs, US equities remain the global market leader. Raymond James Chief Investment Officer Larry Adam shares insights on the case for US versus European equities in the latest Weekly Headings.

raymondjames.com

Address

245 Riverside Avenue Suite 500
Jacksonville, FL
32202

Telephone

+19043485442

Website

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