"Our mission is to inspire, equip & guide our clients in becoming faithful stewards of the resources of time, talent & treasure entrusted to their care."

We help pre and current retirees overcome the challenges of retirement and longevity.
Read More
Niches
Helping you and your family prepare for the coming years in retirement.
Read More
Niches
We address the financial priorities in your successful life, from managing and preserving your wealth, to leaving a legacy for your loved ones.
Read More
Niches

The importance of designations

Your goals become ours

Jason Heaton

J. Jason

Heaton Director
First Vice President, Wealth Management
Steve R. Saylor Headshot

Steve

Saylor Senior Vice President, Wealth Management
CERTIFIED FINANCIAL PLANNER®
Grant Tribble

Grant

Tribble Vice President, Wealth Managment
CERTIFIED FINANCIAL PLANNER®
Charles B. Thompson Headshot

Charles B.

Thompson Associate Vice President, Wealth Management
Sophisticated wealth management
Always here for you

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 United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use