A Dedicated Team Navigating Your Financial Way
Winship Capital Management of Raymond James, has over 30 years of experience handling the finances of families, individuals, nonprofit organizations, business owners and corporate executives through skilled guidance, trusted advice and reliable ongoing communication.
We assist our clients in managing and preserving their financial assets through a broad team approach rooted in a disciplined process. Our team consists of knowledgeable professionals providing financial planning, risk management, investment advisory, private banking and trust services; fully supported by Raymond James, an independent global financial services firm and recognized industry leader.
Explore our asset management resources and institutional capability. You will discover a distinguishing process committed to understanding the unique financial goals and objectives of our clients, while striving to ensure professional compatibility. We believe this provides the foundation for a sound and productive advisory relationship, serving you throughout your financial journey.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.