First Meeting

Wealth management to fit your life, family and career

Our mission is to build a wealth management plan that fits your life and create an investment portfolio designed to serve you well throughout your career and retirement. We will take the utmost care to address all of your financial concerns – from tax planning to preserving the wealth you have accumulated, and from providing for every generation of your family to leaving the legacy of your choosing. Best of all, we will do so with the highly personal client experience you deserve.

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2900 Hwy. 280, Suite 100 // Birmingham, AL 35223 // T: 205.802.4260 // TF: 866.796.2163 // F: 205.802.7339 // Map and Directions

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.