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

Boost your retirement savings and slash your company's tax liability with cash balance plans. See if adding this benefit...
09/04/2026

Boost your retirement savings and slash your company's tax liability with cash balance plans. See if adding this benefit to your business is worth it:

raymondjames.com

The S&P 500 has largely consolidated over the past several weeks, following its sharp breakout to new all-time highs in ...
09/03/2026

The S&P 500 has largely consolidated over the past several weeks, following its sharp breakout to new all-time highs in early August.

Read more in the Weekly Market Guide.

amazonaws.com

Delayed retirement can have a significant impact on both employees and employers. With an average cost of $103,000 per e...
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Delayed retirement can have a significant impact on both employees and employers. With an average cost of $103,000 per employee for each year retirement is delayed, thoughtful plan design can play an important role in supporting retirement readiness while helping employers manage long-term workforce costs.

Automated features such as auto-enrollment and auto-increase can help employees build savings more consistently and may cost employers less than just one year of delayed retirement.

09/02/2026
Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage b...
09/02/2026

Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage begins:

raymondjames.com

Investors Still Rewarded Despite Long List of Concerns: YTD the market has returned double-digit gains, supported by ear...
08/27/2026

Investors Still Rewarded Despite Long List of Concerns: YTD the market has returned double-digit gains, supported by earnings growth and a still constructive economic backdrop.

Read more in the Weekly Market Guide.

amazonaws.com

Retirement isn't just about having enough money. It's about having health and independence to enjoy the life you've work...
08/21/2026

Retirement isn't just about having enough money. It's about having health and independence to enjoy the life you've worked hard to build.
Today's decisions around wellness, preventive care, and healthcare planning can influence both your future lifestyle and financial needs. The Health Portfolio Framework encourages a new way of thinking about health as an investment in your longevity and well-being.
Through Raymond James' support of the MIT AgeLab Preparing for Longevity Advisory Network (PLAN), we're able to bring forward innovative research that helps connect health, longevity and financial planning.

Swipe to learn more.

Market strength is coming on wide breadth- with the "average S&P stock," small caps, banks, transports, and health care ...
08/20/2026

Market strength is coming on wide breadth- with the "average S&P stock," small caps, banks, transports, and health care all trading at highs.

On the risk side, there are plenty of variables that could disrupt the momentum.

Read the Weekly Market Guide.

amazonaws.com

Did you know you can use life insurance in strategic business planning? Here are some use cases for savvy entrepreneurs:
08/19/2026

Did you know you can use life insurance in strategic business planning? Here are some use cases for savvy entrepreneurs:

raymondjames.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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