AGESS Wealth Advisors of Raymond James

AGESS Wealth Advisors of Raymond James AGESS Wealth Advisors
Accountability
Guidance
Ethics
Solutions
Service

Tailored service, disciplined

May your Easter be filled with hope, happiness and meaningful moments with those you cherish.
04/02/2026

May your Easter be filled with hope, happiness and meaningful moments with those you cherish.

May your holidays be filled with laughter, love and light.
12/23/2025

May your holidays be filled with laughter, love and light.

Wishing you a warm and joyful Thanksgiving filled with gratitude and connection.
11/26/2025

Wishing you a warm and joyful Thanksgiving filled with gratitude and connection.

Today we honor all those who served. Thank you to our veterans for your courage, sacrifice, and dedication.
11/11/2025

Today we honor all those who served. Thank you to our veterans for your courage, sacrifice, and dedication.

In memory of those who served and sacrificed. We honor their courage and dedication.
05/23/2025

In memory of those who served and sacrificed. We honor their courage and dedication.

May the solemnity of Good Friday remind us of the power of love and redemption. Blessings to you and yours in observance...
04/10/2025

May the solemnity of Good Friday remind us of the power of love and redemption. Blessings to you and yours in observance of the upcoming Good Friday.

On this day, we honor Dr. Martin Luther King Jr. May we continue to be inspired by his legacy of equality and justice.  ...
01/17/2025

On this day, we honor Dr. Martin Luther King Jr. May we continue to be inspired by his legacy of equality and justice.

On this day, we are especially grateful for the clients, families and friends who we cherish dearly. Thank you for your ...
11/28/2024

On this day, we are especially grateful for the clients, families and friends who we cherish dearly. Thank you for your continued support and Happy Thanksgiving to all.

With respect, honor and gratitude we recognize each and every person who has served for our country. Thank you to all ou...
11/11/2024

With respect, honor and gratitude we recognize each and every person who has served for our country. Thank you to all our veterans, today and always.

We hope you have a wonderful Labor Day! Our office and the market will be closed Monday, September 2.
08/29/2024

We hope you have a wonderful Labor Day! Our office and the market will be closed Monday, September 2.

Let freedom ring! Let us appreciate the liberty we have and honor those who protect it. We hope you have a wonderful Ind...
07/03/2024

Let freedom ring! Let us appreciate the liberty we have and honor those who protect it. We hope you have a wonderful Independence Day!

On this historic day for Black liberation, please join us in acknowledging our nation's collective history and continued...
06/17/2024

On this historic day for Black liberation, please join us in acknowledging our nation's collective history and continued progress in the pursuit of equality and social equity. Raymond James offices and the market are closed Wednesday, June 19, in observance of Juneteenth.

Address

909 Poydras Street, Suite 1300
New Orleans, LA
70112

Opening Hours

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

Telephone

+15045291556

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ABOUT US

It’s rare to find a team like ours. With over 100 years combined experience, our experienced professionals have been assembled to offer you the depth of resources, expertise and commitment needed to actively manage and preserve your wealth. We take into account your comfort with risk as well as the values you live by, and use those factors to guide the financial plans we implement. In our experience, the best way to develop a financial plan is by getting to know you, your lifestyle, your values and your goals, so that your financial plan is just that – uniquely yours. We dedicate our extensive industry knowledge to implementing thoughtful financial planning, developing strategies to see you through life’s most important milestones. We are prudent in managing your assets and carefully selecting investments that match your needs and risk tolerance. Our business is serving you and managing your finances in a way that makes you feel confident about your financial future. We pay attention to the details and design financial plans tailored to each individual client. And we choose to overlook most passing trends in favor of those we feel could give you the best chance of reaching your financial and personal milestones. We believe prudently managed wealth serves as a means to get you where you want to go, and we’re committed to delivering our best advice to help you get there.