Signature Wealth Strategies - Leland/Wilmington, NC

Signature Wealth Strategies - Leland/Wilmington, NC Jonathan Tait, CFP®, CEPA©
Senior Wealth Advisor, RJFS &
Deb Pickett, CFP®, CRPCTM
Senior Wealth Advisor, RJFS Member FINRA / SIPC.

CERTIFIED FINANCIAL PLANNER™ professional with a background in equity analysis. Jon joined Raymond James Equity Research Department in 2001, rising to the position of Sr. Research Associate and specializing in consumer-related stocks. Jon assists his clients by identifying short, intermediate and long term goals and then creating an investment policy targeting those needs. Specialties: Comprehensi

ve financial planning as it relates to (1) retirement planning, (2) investment planning, (3) estate planning, (4) tax planning and (5) insurance planning. Securities offered through Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Signature Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements



Important Disclosure Information: http://raymondjames.com/smicd.htm

Wealth can open doors, but values help guide the path forward. Learn how a clearly defined and shared vision for your fa...
06/10/2026

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

06/09/2026

forbes.com

06/05/2026

tucson.com

The current stretch of 9 consecutive positive weeks is one of the longest historically. Since 1980, there have only been...
06/04/2026

The current stretch of 9 consecutive positive weeks is one of the longest historically. Since 1980, there have only been a handful of 8+ consecutive weekly gains.

Read more in the Weekly Market Guide.

amazonaws.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

Summer's here, and we're kicking it off with a month full of fun, connection, and celebration! 🌸Join us for:👟 Signature ...
05/29/2026

Summer's here, and we're kicking it off with a month full of fun, connection, and celebration! 🌸

Join us for:
👟 Signature Wealth Walking Club – Mondays at 5 PM (June 1, 8, 15, 22, 29)
🍦 Ice Cream Social – Tuesday, June 2 | 5–7:30 PM
☕ Coffee & Conversation – Tuesday, June 9 | 10–11 AM
🎉 It's Your Birthday! – Friday, June 12 | 12–1:30 PM

All events are hosted at or by Signature Wealth Strategies, so come join the fun, meet new faces, and make this summer one to remember! 💙

05/28/2026

yahoo.com

Riding the Market Momentum: The S&P 500 has rallied nearly 20% from its late-March, Iran conflict–driven low.Read more i...
05/28/2026

Riding the Market Momentum: The S&P 500 has rallied nearly 20% from its late-March, Iran conflict–driven low.

Read more in the Weekly Market Guide.

amazonaws.com

This Memorial Day, we honor and remember the heroes who gave everything in service to our nation.All markets and offices...
05/22/2026

This Memorial Day, we honor and remember the heroes who gave everything in service to our nation.
All markets and offices will be closed Monday May 25th.

Following the index's pullback in Q1, there has been some incremental progress in the Middle East (i.e. ceasefire negoti...
05/21/2026

Following the index's pullback in Q1, there has been some incremental progress in the Middle East (i.e. ceasefire negotiations vs. widespread bombing) and economic data has been resilient through the disruptions.

Read more in the Weekly Market Guide.

amazonaws.com

Address

1018 Grandiflora Drive, Ste E
Leland, NC
28451

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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