Our financial planning courses are led by industry experts with years of experience in managing complex financial portfolios. Learn from seasoned professionals who are committed to empowering you with the skills needed to navigate today's financial landscape confidently.

About Money ManagementOur guiding force is to do what’s best for our clients and focus on performance. To achieve this, we provide a results-oriented, professional approach to money management for both institutional and individual investors through a variety of investment vehicles and strategies.

By demonstrating our drive and objectivity and providing personalized and responsive service, we aim to build a long-term relationship with you. We work closely with CPAs, attorneys, and other professionals to ensure our planning is fully aligned with your needs, providing services including investment management, asset preservation, retirement and estate planning, and charitable giving.

We are responsible for due diligence, including in-depth research and analysis of all investments, which enables us to provide you with active rather than passive guidance. It puts you and your goals at the center of everything we do.

Raymond James Team Advisors is a team of experienced advisors specializing in the development, structuring, and active guidance of family offices. Whether your family has recently experienced a significant liquidity event and is considering establishing its own family office, or you are an established multi-generational family with an existing business, our team is able to provide you with exclusive opportunities and valuable insights.