Terminus Asset Management Company LLC

Raymond James, established in 1962, is a highly regarded independent financial services company with a strong presence in Atlanta, GA. Led by Malcolm Tarver, a seasoned financial advisor with over four decades of experience, the firm specializes in portfolio management, investment counseling, and financial planning. With a pragmatic approach to wealth management, Raymond James offers unique solutions for business owners, families, and retirees, aiming to nurture wealth and help clients live longer, better lives. Their commitment to expertise, resources, and client goals has made them one of the largest and most respected financial services companies in the country. Raymond James provides a depth of ability and resources to match clients' investment needs, ensuring they make the most of each opportunity. Their comprehensive services include retirement planning, estate and charitable giving, and trust management. With a focus on knowledgeably applying expertise, Raymond James helps clients achieve their financial goals and objectives. As a trusted partner, they offer vital resources and insights to navigate the complexities of investing. Raymond James' dedication to excellence and commitment to client success have earned them a strong reputation in the industry.Generated from the website

UBS Financial Services Inc. is a registered broker-dealer and investment adviser that provides a range of wealth management services to clients in the United States. The firm offers investment advisory and brokerage services, ensuring that clients understand the distinct nature of these services through clear agreements and disclosures. With a focus on personalized financial advice, UBS employs specially accredited Financial Advisors, including Private Wealth Advisors, to cater to the unique needs of its clientele. The firm is a member of SIPC and FINRA, and it also operates as a Futures Commission Merchant, providing brokerage services related to futures and options on futures products. Generated from the website

Raymond James Financial Services, based in Atlanta, GA, is a renowned global financial firm offering trusted advice and sophisticated strategies to individuals and institutions. With a dedicated focus on understanding each client's unique life complexities, Raymond James advisors provide a wide range of resources and specialized expertise to help clients effectively plan for their financial future. Generated from the website