Pando Partners Wealth Management of Raymond James

Pando Partners Wealth Management of Raymond James At Pando Partners, we are in constant pursuit of ideas to help simplify your choices, clarify your t Visit www.pandopartners.com to learn more.

United by a friendship spanning 23 years, Pando Partner’s founders and financial advisors, Catherine Miller and Teri Benson, began their days in finance together and spent the next two decades pursuing separate, yet parallel career paths. Even when divided by oceans, their friendship strengthened and their passion embodied in the education and service of others remained. Pando Partners’ core missi

on centers on understanding each client’s aspirations for life and legacy, and creating wealth strategies designed to enable these aspirations to take root and spread. Limitless personal growth is embodied in the Pando Partners name, and in nature. “Pando” exists as the world’s largest living being. Nestled in the Wasatch Mountains of South Central Utah, Pando appears as a forest of beautiful aspens. In fact, this entire forest of over 47,000 trees is a single organism, stemming from an original tree some 80,000 years ago, and now sharing one massive, regenerating root structure. As nature’s purest example of the power of the “multiplier effect,” Pando serves as an inspiration to Catherine and Teri that their clients’ greatest ambitions can be achieved, with vision, planning, and expert financial management. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the U.S. are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for more information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.com
Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector h...
05/29/2026

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector helped lead the way as the market pushed ahead through inflationary pressures. Get the details in the May market recap:

raymondjames.com

As the conflict in the Middle East continues, consumers and labor markets have remained resilient, while corporate earni...
05/01/2026

As the conflict in the Middle East continues, consumers and labor markets have remained resilient, while corporate earnings are expected to grow. Learn more in the April market recap:

raymondjames.com

All eyes turned toward the Middle East as ongoing hostilities sent oil prices skyrocketing past $100 a barrel for the fi...
04/01/2026

All eyes turned toward the Middle East as ongoing hostilities sent oil prices skyrocketing past $100 a barrel for the first time since 2022, causing global markets to price in potential long-term consequences. Read more in the the March market recap:

raymondjames.com

Last month saw markets move sideways as mega-caps began rotating after three years of growth, allowing "average stocks" ...
03/02/2026

Last month saw markets move sideways as mega-caps began rotating after three years of growth, allowing "average stocks" room to run and sparing those with diversified equity positions from contractions at the top. More details in the February market recap:

raymondjames.com

A major survey reveals a surprising disconnect:> 64% say taxes are a top concern in wealth transfer> 37% say their plans...
02/26/2026

A major survey reveals a surprising disconnect:
> 64% say taxes are a top concern in wealth transfer
> 37% say their plans aren't tax‑efficient - or they're unsure

For owners with concentrated, illiquid wealth, ignoring this gap can be costly.

This is where integrated advisory teams (CPAs, attorneys, wealth advisors) create real value through:
• Trust planning
• Tax‑efficient structures
• Succession design
• Pre‑transaction preparation

Owners want clarity. Their advisors can deliver it, working together.

pandopartners.com

Most owners wait too long to plan their exit — and it costs them.Our team highlights how early planning can unlock valua...
02/24/2026

Most owners wait too long to plan their exit — and it costs them.

Our team highlights how early planning can unlock valuation advantages, reduce tax friction, and expand charitable options.

One example: A couple selling their business learned that gifting shares pre‑sale significantly improved tax efficiency and strengthened their giving strategy.

Exit planning isn't an event. It's a multi‑year strategy.
And when CPAs, attorneys, and advisors collaborate early, the owner wins every time.

pandopartners.com

Business owners often prioritize the company and neglect their own financial structure — and Pando Partners notes this i...
02/20/2026

Business owners often prioritize the company and neglect their own financial structure — and Pando Partners notes this is a common pattern.

Yet personal planning impacts everything:
> Liquidity
> Taxes
> Estate outcomes
> Retirement flexibility
> Exit timing

Advisors, CPAs, and attorneys can help owners build a strategy that supports both the business and the person behind it.

If the business has a plan… the owner deserves one too.

pandopartners.com

Family business owners are facing critical succession decisions as an estimated $84 trillion prepares to shift generatio...
02/19/2026

Family business owners are facing critical succession decisions as an estimated $84 trillion prepares to shift generations. This piece outlines four primary transition strategies and highlights why early, advisor‑led planning is essential to protect business continuity and legacy.

natlawreview.com

Most business owners think they're prepared for a future transition… but the data says otherwise.A recent wealth‑transfe...
02/18/2026

Most business owners think they're prepared for a future transition… but the data says otherwise.

A recent wealth‑transfer survey shows:
> 91% say tax‑efficient strategies are important
> Only 63% actually use them
> And just 26% have consulted a tax professional

For owners, that gap represents avoidable tax erosion during a sale or transition. Most business owners think they're prepared for a future transition… but the data says otherwise.
A recent wealth‑transfer survey shows:

91% say tax‑efficient strategies are important
Only 63% actually use them
And just 26% have consulted a tax professional
[pandopartners.com]

For owners, that gap represents avoidable tax erosion during a sale or transition. Tax efficiency isn't just a strategy. It's margin, value, and legacy.

For CPAs, estate attorneys, and advisors - it's a major opportunity to guide clients toward better outcomes. We're here to collaborate.

pandopartners.com

Grateful for an incredible morning with the EPI Orlando Chapter! Chad Sinness delivered an outstanding session on tools ...
11/11/2025

Grateful for an incredible morning with the EPI Orlando Chapter! Chad Sinness delivered an outstanding session on tools family businesses can use to help thrive across generations - covering everything from aligning goals to preserving legacy. As always, it was a fantastic group for networking, reconnecting with friends, and welcoming new faces. Thanks to everyone who joined us!

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Offices Orlando & Ponte Vedra Beach
Ponte Vedra Beach, FL
32082

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