David Tam, Financial Advisor, Raymond James

12/09/2025

At Raymond James, relationships come first. I'm proud to be with a firm that empowers advisors to invest deeply in what matters most: clients.

J.D. Power U.S. Investor Satisfaction Award for 1/24-12/24, announced 3/20/25. Based on 7,876 responses from Advised Investors, 1 company out of 24 was chosen as the winner. Fee paid only for promotion. More: https://bit.ly/4kHB3qv. For J.D. Power 2025 award information, visit jdpower.com/awards.

10/23/2025

Many retirees assume Medicare covers everything, but that's not the case. Dispel common Medicare myths and make sure you have the right coverage for your situation.

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10/02/2025

The United States federal government shut down today after lawmakers were unable to agree on funding allocations ahead of the September 30 deadline. While it may cause short-term disruptions, it could also present opportunities for investors. Learn more:

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10/01/2025

The ADU is finally done 🙂

07/25/2025

Following the passage of legislation dubbed the One Big Beautiful Bill Act, explore some of the key provisions and potential planning opportunities for individuals and families. Learn more:

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05/08/2025

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.

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05/06/2025

For markets, tariffs and tech controls are becoming important tools for economic policy, and while the upcoming fiscal stimulus may be robust, the environment will remain highly volatile as the administration tests the limits of its new playbook

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04/15/2025

Oil prices have fallen to their lowest level since 2021. With gas prices set to start coming down this week, that could serve as a tailwind for consumer spending. CIO Larry Adam provides insight into this and other market-moving headings in Up & Adam.

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04/08/2025

I’m excited to share some important news—after nearly 22 years with Edward Jones, I’ve made the move to Raymond James. This decision was driven by my commitment to continue serving you with the personalized guidance and planning you deserve, now with even more resources and flexibility.

Thank you for your continued trust and support. I’m honored to be part of your journey.

You can read more in InvestmentNews:

Broker-dealer has acquired more than $2B AUM in the past week

01/22/2025

With the new year, you may have also set new financial goals. Online Access is the quickest way to check in on your financial goals and connect with your Edward Jones team to set new ones.

Download our app to stay connected.

01/20/2025

Learn about the market outlook, opportunities for the next 12 months and top considerations to discuss with your financial advisor to help you stay on track toward your goals in 2025. Watch this webinar live on Jan. 22 at 3 p.m. CT or on demand after.

Wednesday, January 22, 2025 at 3:00 PM Central Standard Time.

01/16/2025

The wildfires currently ravaging Southern California, and their tragic consequences, are reminders of just how exposed we are to natural disasters. If you’ve been affected by these fires, we have steps to consider to begin the recovery process. Don't hesitate to reach out for support.

The wildfires currently ravaging Southern California, and their tragic consequences, are reminders of just how exposed we are to natural disasters.