Providing customized services for discerning clients

Chess helps you concentrate, improve your logic. It teaches you to play by the rules and take responsibility for your actions, how to problem solve in an uncertain environment.
~ Mark Dvoretsky (world-renowned chess trainer and International Chess Master)

At Executive Wealth Advisors of Raymond James, our team specializes in assisting our clients to achieve their financial dreams through a disciplined financial planning process. Our personal, one-on-one approach allows us to guide our clients in making sound financial decisions for them and their families. Book your complimentary consultation at our office today!

With the freedom of independence, we are able to navigate clients through changing markets with a broad range of cost and tax efficient, investment solutions and strategies. You will not be locked into proprietary Raymond James investments or mutual funds. Instead, Raymond James provides a broad platform of independent investment options and solutions from a wide range of companies, so we can choose what is right for you.

After conducting a half dozen interviews of advisers Jackie was an obvious choice. She took the time to understand my portfolio, my risk tolerance and my long-term objectives. I have worked with Jackie for over 10 years during which we experienced both turbulent markets and life changing events. A balanced approach with a long term perspective has kept me on track to achieving my financial goals. I would highly recommend Jackie and her team to anyone.
~ J. McDermott