Edward Jones

Located in Capitola, CA, Raymond James Financial Services stands as a pillar in the realm of wealth management and financial solutions. Specializing in tailored services for individuals, businesses, and municipalities, this company offers a diverse range of investment banking, asset management, and capital market strategies. Drawing on a wealth of experience, Raymond James prides itself on guiding clients through intricate financial landscapes with a blend of comprehensive planning and personalized attention. At Raymond James Financial Services, the ethos revolves around prudent risk management and fostering opportunities for clients to expand, safeguard, and efficiently transfer their financial assets. With a global presence yet a local community focus, the company is dedicated to delivering attentive and objective-driven solutions. Through detailed analysis and client-centric goals, Raymond James remains steadfast in its commitment to providing meaningful and beneficial financial outcomes for its diverse clientele. Generated using this brand's available information

A motivated and dedicated individual, Alison McClure has almost two decades of professional experience in the financial industry. In 2019 she founded her own financial business, Ohana Wealth Management, in which she provides financial advice, tools and resources to enable her clients to manage their finances. A client focused and family orientated business, Alison adopts a customized method in which she takes the time to understand her clients wants, needs and concerns, to create a tailored financial plan. Alison helps her clients in all personal and professional areas, from preparing for retirement, helping create an income strategy, working toward growing their financial portfolio, or simply providing for their family.