Raymond James

Founded in 1800, Alex.Brown, a division of Raymond James, is recognized as the country's first investment bank and has a longstanding tradition of sophisticated wealth management and exceptional client service. Over the years, the firm has broadened its capabilities to support a distinctive clientele, gaining insights into the unique needs of successful individuals and families. With its powerful partnership with Raymond James, clients can expect to receive the same level of superior service they have enjoyed from Alex.Brown, along with enhanced offerings. The firm remains committed to leading clients into the future with its rich legacy and extensive resources. Generated from the website

BDO offers world-class resources and industry expertise to provide assurance, tax, financial advisory and consulting services to clients in Boston and beyond. BDO USA is also a member firm of BDO International, the fifth largest accounting and consulting network in the world. With locations in Boston, Massachusetts, across the U.S. and the world, our professionals deliver exceptional client service to clients of all sizes and across all industries. At BDO, client service is key to our success in building strong, long-term relationships.

Eaton Vance is a leading global asset manager whose history dates to 1924. With offices in North America, Europe, Asia and Australia, Eaton Vance and its affiliates offer individuals and institutions a broad array of investment strategies and wealth management solutions...