A personalized approach to managing wealth

Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, we’ve worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. And we’ll do the same for you.

We can offer you an array of personalized services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

Unique solutions for business owners and entrepreneurs.
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Helping you manage your financial success
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Delivering strategic solutions to support and sustain the mission of your foundation
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A pragmatic approach to wealth management
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Sophisticated expertise in planning for today and future generations
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You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Lisa Detanna

Lisa A. Detanna,

AIF®, MBA, , WMS™ Managing Director Senior Vice President, Investments
John Pettey

John H. Pettey III,

AIF® Managing Director Private Wealth Advisor
Geroge Pettey

George A C Pettey,

CFA® Financial Advisor
Price is what you pay. Value is what you get.
Warren Buffett
Always here for you

 

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.

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