Strategic partners from Raymond James

Raymond James helps us in many important ways, providing access to leading investment research, operational and trading support, market-leading technologies, and above all, to professionals who offer their invaluable insight on a wide spectrum of important financial disciplines. Here are two key individuals in the Raymond James home office who help us develop a financial plan for you by providing us with investment strategy and research, portfolio management, asset allocation strategy and institutional research.

Our professional knowledge is best applied by personally knowing you.
BLANCA TAUA SALAZAR Senior Registered Client Associate