Charting Your Financial Course

You are an individual who carefully plans for the future.
Your decisions are made prudently and with thoughtful consideration.

When seeking financial advice, you value a counterpart who is equally deliberate in providing carefully measured guidance.

We are driven by a disciplined process based on years of experience, attentive insight and analytical capabilities. Our objective is to serve as your trusted advisor in helping you make informed decisions with confidence, knowing that your financial planning requirements are being fully addressed.

Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Alternative Investments

Banking & Lending Solutions

Estate Charitable Giving & Trust

Get to know Our Team

Roger Winship bio image
Roger Winship, MBA
Managing Director, Senior Vice President, Investments
Nancy Whigham bio image
Nancy Whigham, AAMS™, CRPC™
Investment Portfolio Associate
Dan Dawson bio image
Dan Dawson, CFP®, RICP®, CEPA
Vice President, Wealth Management
Chris Eilers bio image
Chris Eilers
Associate Vice President, Investments
Alicia Forest bio image.
Alicia L. Forest
Senior Registered Client Service Associate

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

Information & insight

Focus on philanthropy this Fall

Review key market dates and timely financial planning tasks.
Estate & Giving

Fed elects to skip rate hike at September 2023 FOMC meeting

09/20/2023
For the second time in four months, the central bank decided to not increase interest rates but indicated another hike in 2023 is likely.
Markets & Investing

Unlock the full potential of profit sharing

Determining the ideal profit sharing design for your organization.
Business Ownership

Your business deserves an “estate plan”

Drafting a succession plan now can help your business stand the test of time.
Business Ownership

To the point!

09/18/2023
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

To increase or not to increase: That is the question

09/15/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Background Rotating Sphere Pattern

The future at your fingertips

 

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.

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