Signature Wealth Strategies - Leland/Wilmington, NC

Signature Wealth Strategies - Leland/Wilmington, NC Jonathan Tait, CFP®, CEPA©
Senior Wealth Advisor, RJFS &
Deb Pickett, CFP®, CRPCTM
Senior Wealth Advisor, RJFS Member FINRA / SIPC.

CERTIFIED FINANCIAL PLANNER™ professional with a background in equity analysis. Jon joined Raymond James Equity Research Department in 2001, rising to the position of Sr. Research Associate and specializing in consumer-related stocks. Jon assists his clients by identifying short, intermediate and long term goals and then creating an investment policy targeting those needs. Specialties: Comprehensi

ve financial planning as it relates to (1) retirement planning, (2) investment planning, (3) estate planning, (4) tax planning and (5) insurance planning. Securities offered through Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Signature Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements



Important Disclosure Information: http://raymondjames.com/smicd.htm

To help create an effective retirement income plan, you should know these six things about Social Security survivor bene...
06/03/2026

To help create an effective retirement income plan, you should know these six things about Social Security survivor benefits:

raymondjames.com

Summer's here, and we're kicking it off with a month full of fun, connection, and celebration! 🌸Join us for:👟 Signature ...
05/29/2026

Summer's here, and we're kicking it off with a month full of fun, connection, and celebration! 🌸

Join us for:
👟 Signature Wealth Walking Club – Mondays at 5 PM (June 1, 8, 15, 22, 29)
🍦 Ice Cream Social – Tuesday, June 2 | 5–7:30 PM
☕ Coffee & Conversation – Tuesday, June 9 | 10–11 AM
🎉 It's Your Birthday! – Friday, June 12 | 12–1:30 PM

All events are hosted at or by Signature Wealth Strategies, so come join the fun, meet new faces, and make this summer one to remember! 💙

05/28/2026

yahoo.com

Riding the Market Momentum: The S&P 500 has rallied nearly 20% from its late-March, Iran conflict–driven low.Read more i...
05/28/2026

Riding the Market Momentum: The S&P 500 has rallied nearly 20% from its late-March, Iran conflict–driven low.

Read more in the Weekly Market Guide.

amazonaws.com

This Memorial Day, we honor and remember the heroes who gave everything in service to our nation.All markets and offices...
05/22/2026

This Memorial Day, we honor and remember the heroes who gave everything in service to our nation.
All markets and offices will be closed Monday May 25th.

Following the index's pullback in Q1, there has been some incremental progress in the Middle East (i.e. ceasefire negoti...
05/21/2026

Following the index's pullback in Q1, there has been some incremental progress in the Middle East (i.e. ceasefire negotiations vs. widespread bombing) and economic data has been resilient through the disruptions.

Read more in the Weekly Market Guide.

amazonaws.com

Starting a business later in life can be a powerful way to turn experience into opportunity. Find out how to approach an...
05/20/2026

Starting a business later in life can be a powerful way to turn experience into opportunity. Find out how to approach an encore career with confidence and clarity:

raymondjames.com

Equity futures point to a lower opening this morning after stocks retreated from record-highs on Friday, with the major ...
05/18/2026

Equity futures point to a lower opening this morning after stocks retreated from record-highs on Friday, with the major averages finishing mostly lower for the week.

Read more in the Morning Brew.

GCM_Morning_Brew.pdf

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship ...
05/15/2026

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place. Learn how to protect yourself and your loved ones:

raymondjames.com

The market appears reinvigorated following the war-induced selloff, driven by a powerful gravitational pull from fear of...
05/14/2026

The market appears reinvigorated following the war-induced selloff, driven by a powerful gravitational pull from fear of missing out and a growing preference for earnings visibility.

Read more in the Weekly Market Guide.

amazonaws.com

Address

1018 Grandiflora Drive, Ste E
Leland, NC
28451

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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