You've earned your money.

Now we want to help you own it.

Your primary contact is your dedicated financial advisor/lead planner, who understands your unique financial situation and goals. 

Yes. While your primary advisor handles complex planning, you may also interact with our service team for administrative items such as money movement requests, paperwork processing, or scheduling. Our team collaborates to ensure your needs are met promptly. 

For simple, quick questions, email is often the most efficient method. For more complex or personal matters, we recommend scheduling a phone call or an in-person/virtual meeting to ensure a focused discussion.

*Due to regulatory concerns, texting is only permitted for administrative purposes. You may text for issues such as scheduling a meeting or asking us to call you. However, we are unable to respond to texts regarding non-administrative issues such as making trades, sending funds, or asking questions about your accounts or financial plans. For non-administrative issues, please email or call your advisory team.

Please contact Kiersten directly for all administrative requests, including updating contact details, processing account transfers, or general paperwork. She is best equipped to handle these tasks efficiently. 

Kiersten can help you schedule a phone or in-person appointment.

Your primary financial advisor will coordinate all aspects of your financial plan, including tax strategies and estate planning discussions. They can also collaborate with other professionals, such as your accountant or estate attorney, to provide comprehensive advice. 

You can conveniently monitor your portfolio, view statements, and access trade confirmations and tax reporting documents through your secure online Client Access portal.   

For questions on how to enroll, please contact Kiersten.

For technical support:

Raymond James Client Access support can be reached at (877-752-2237)

• Monday through Friday: 8 a.m. to 9 p.m. ET (excluding holidays)
• Saturday and Sunday: 8 a.m. to 5 p.m. ET (excluding holidays)

Please call our main office line directly and inform the team that you have an urgent matter. We prioritize client emergencies and will connect you with your advisor or another qualified team member as soon as possible.