Charitable Endowments LLC

Located in Winter Park, FL, Raymond James stands as a financial services company specializing in tailored wealth management services, investment banking, asset management, and capital market solutions. Serving a diverse clientele including individuals, businesses, and municipalities, they offer comprehensive financial planning, portfolio advisory strategies, investment research, and specialized assistance aligned with each client's unique goals. Through their decades of experience, Raymond James excels in guiding clients through intricate financial landscapes, providing detailed analysis and personalized attention to ensure informed decision-making. With a global presence and a steadfast community-focused ethos, Raymond James prioritizes prudent risk management while presenting opportunities for clients to enhance, safeguard, and efficiently transfer their financial assets. Their commitment lies in delivering attentive, meaningful, and objective-based solutions that cater to the diverse needs of their clientele. By blending expertise with a personalized touch, Raymond James remains a trusted partner in helping individuals and organizations navigate the complexities of wealth management and financial planning. Generated using this brand's available information

A top-rated and comprehensive financial planning & wealth management firm with a keen focus on helping our clients realize their dreams -- customized services designed for the financial needs of Floridians. We take a personalized approach, working together with you to grow and protect your assets.

David Vaughan Investments, LLC (DVI) is a trusted wealth advisory and asset management firm based in Winter Park, Florida, serving high-net-worth individuals and high-performing companies since 1977. With over $5.6 billion in assets under advisement, DVI is recognized for its disciplined approach and commitment to fiduciary responsibility, offering custom-built strategies that cater to the unique needs of its clients. The firm prides itself on a collaborative, multi-disciplined team that focuses on delivering competitive returns and capital preservation. Upholding a legacy of "quiet quality," DVI emphasizes passion and humility in its services, ensuring clients find peace of mind throughout their wealth management journey. Generated from the website