Ann Austin, Financial Advisor/Branch Manager, AAMS, AIF

02/04/2026

Be my guest for this fun night. Cheers to a Confident Future! Who doesn't love wine, snacks and learning.
Michael James— Wills & Estate Planning Attorney
Ann Austin — Financial Advisor
Raymond Wright — Life Insurance Professional
Dana Hood — Real Estate & Legacy Advisor
Make sure you RSVP.

amazonaws.com

02/03/2026

Plan for life's big moments.

From marriage to retirement, our longevity planning resources help you prepare for every milestone. Start the year with confidence and a clear plan.

Beginning planning today.

Contact me to jumpstart your 2026 planning.
#2026

raymondjames.com

02/02/2026

After a loved one passes away, there are important actions to take to protect their legacy and your peace of mind. Learn how to navigate this difficult time with clarity:

raymondjames.com

01/30/2026

Behavioral biases can influence your investment choices more than you realize. Discover practical strategies to recognize and overcome behavioral biases that can impact your financial success.

raymondjames.com

01/29/2026

83% of small business owners agree: financial professionals help navigate growth, risk, and workforce planning. From retirement plan design to employee retention strategies, professional guidance can help strengthen your business foundation and keep you competitive.

yahoo.com

01/28/2026

Caring for a loved one can feel overwhelming, but you don't have to do it alone. I'm here to be your partner and resource throughout your caregiving journey.

My clients receive complimentary access to Cariloop's Caregiver Support Platform®, designed to help you navigate caregiving with confidence and clarity. With Cariloop, there are expert caregiving plans that provide step-by-step guidance, a robust resource library with content from licensed coaches, secure tools to organize care and community channels for peer and expert support.

Planning for life's challenges is just as important as planning for your financial future. Let's talk about how I can support you and your loved ones every step of the way.

raymondjames.com

01/27/2026

Simple rituals like sharing stories, cooking a favorite meal or lighting a candle can help families feel connected and supported after loss. This article explores ways families can create meaningful traditions to stay connected and find comfort after loss.

As my client, you have access to a complimentary Cariloop account.
Go to plan.cariloop.com/enrollment/raymondjames
Enter my name, email address and code: RJLP

raymondjames.com

01/12/2026

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.

raymondjames.com

01/09/2026

cnbc.com

01/08/2026

Is organic produce worth the extra cost? Refer to the "clean fifteen" list next time you're at the grocery store or farmers' market:

01/07/2026

We recently asked business owners about how they're approaching work and wealth to some striking results – like the one below. To explore more of their responses and the unique ways business ownership and wealth planning intersect, read on:

raymondjames.com

01/06/2026

If you've made philanthropy part of your financial plan, consider bunching charitable donations to maximize your tax savings. Learn how it works:

raymondjames.com