David Tam, Financial Advisor, Raymond James

08/25/2026

Bobble head night at Petco!

08/24/2026

Retiring soon with $1M+? Watch this 7-minute training.

Leaving old 401(k)s scattered makes it easy to pay too much in taxes later. Watch this quick video to see how to organize your accounts into one smart plan.

Sign up to watch the complimentary video.

08/24/2026

Is Your Wealth Plan Ready for the Next Chapter?

The right decisions today can create greater clarity for tomorrow.
Join Greg Park and Jim for an exclusive evening discussing what High Net Worth families are doing right now to reduce taxes, protect wealth, and prepare for what’s next.

September 30 | Estancia La Jolla Hotel & Spa

Register Today
https://www.raymondjames.com/tamwealth/contact-us

08/24/2026

Protect What You’ve Built. Prepare for What’s Next.

Building wealth is one chapter. Protecting it—and preparing it for what comes next—is another.

Join us at Estancia La Jolla for a private seminar exploring how High Net Worth families are approaching taxes, wealth protection, and the future.

September 30 at 6:00 PM. Space is limited.

Reserve Your Seat
https://www.raymondjames.com/tamwealth/contact-us

08/21/2026

Protect Your Wealth. Prepare for What’s Next.

Your wealth has grown. Has your plan grown with it?
Join us for a private evening at Estancia La Jolla exploring what High Net Worth families are doing right now to reduce taxes, protect wealth, and prepare for what’s next.

Space is limited. Reserve your seat today.

September 30 | Estancia La Jolla Hotel & Spa
https://www.raymondjames.com/tamwealth/contact-us

03/05/2026

Thinking ahead about intergenerational wealth? A Roth conversion can help reduce future taxes, lower RMDs and give your heirs more flexibility – especially children in higher tax brackets. Learn what to consider before converting:

raymondjames.com

02/26/2026

Tea, scones, and reassurance. 🫖✨

You’re invited to Tea, Trusts & Tomorrow—a curated afternoon dedicated to your family’s future. Join us at the Westgate Hotel for a three-course tea service and a deep dive into estate planning and senior care management.

Featuring guest experts:
🔹 Lauren Gallagher, Partner at Gallagher Bolander Smedley, LLP
🔹 Jessica Strick, Founder of Compass Care Services

RSVP by March 6th: 📞 858.868.7687 📧 [email protected]

Don’t leave tomorrow to chance. Start the conversation today over fine tea and delightful company.



Raymond James is not affiliated with and does not endorse the opinions or services of Lauren Gallagher, Gallagher Bolander Smedley, LLP or Jessica Storck, Compass Care Services

02/23/2026

Excited to be a part of the Association for Corporate Growth (ACG)! 🎉 Looking forward to connecting with fellow members, learning, and growing together in this community.

02/19/2026

📣 Is your estate plan ready for what’s next?

Managing the "what ifs" of tomorrow doesn't have to be stressful. Join us for Tea, Trusts & Tomorrow at San Diego’s Westgate Hotel.

Get your questions answered by top local experts in probate law and concierge care management while enjoying a luxury three-course tea tasting.

✅ Learn: Strategies for estate and probate services.
✅ Discover: Navigating healthcare and housing decisions for seniors.
✅ Enjoy: Sandwiches, scones, and fine tea in a beautiful setting.
Date: March 11th, 1:00pm
RSVP Deadline: March 6th

To reserve your spot via email, contact: [email protected] or call 858.868.7687.

Raymond James is not affiliated with and does not endorse the opinions or services of Lauren Gallagher, Gallagher Bolander Smedley, LLP or Jessica Storck, Compass Care Services

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.