Raymond James

Located in Lakewood Ranch, FL, Tom & Jim Dailey-Raymond James is a financial services hub offering customized wealth management solutions, investment banking expertise, asset management services, and capital market options. Catering to a diverse clientele encompassing individuals, businesses, and municipalities, this establishment excels in delivering comprehensive financial planning, innovative portfolio advisory strategies, meticulous investment research, and specialized support tailored to each client's unique objectives. Bringing a wealth of experience to the table, Tom & Jim Dailey-Raymond James specializes in guiding clients through intricate financial landscapes with a keen focus on detailed analysis and personalized care. Their approach underscores the importance of sound risk management practices while presenting clients with avenues for financial growth, security, and seamless wealth transfer. Despite their global reach, the company's ethos remains deeply rooted in community values, ensuring a commitment to providing clients with attentive, relevant, and objective-driven financial solutions. Generated using this brand's available information

Raymond James Financial Services in Bradenton, FL is home to the father/son wealth services team of James and Jeffrey Zientara. With James' 40 years of experience in personal financial advising, the team focuses on providing clear and comprehensive financial strategies for individuals seeking financial independence. The Zientaras consider a variety of investment products and emphasize sound risk management in the ever-changing global market. Since opening the Lakewood Ranch office in 2009, they have successfully guided clients through the complexities of global investing, helping them achieve their financial goals. Generated from their available business information

Welcome to Merrill Lynch in Sarasota, FL. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.