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

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With ARAG, you have access to educational resources that can help support these important conversations. Read the one pager to learn more about ARAG.
Want to discuss how these topics fit into your family's broader financial plan? Contact me to start the conversation and explore resources that may help.

raymondjames.com

July 20 - Equity futures point to a higher open this morning as semiconductor stocks attract some buying after last week...
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Read more in the Morning Brew.

GCM_Morning_Brew.pdf

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One of the most common misconceptions about 529 plans is that they're only for college tuition. In reality, 529 plans can offer more flexibility than many families realize, supporting a variety of education-related expenses and pathways.
https://www.raymondjamesconnect.com/jJruI

The S&P 500 is essentially trading near the same price it was in late May, but plenty is transpiring beneath the surface...
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Read more in the Weekly Market Guide.

amazonaws.com

A 529 plan can be a very helpful saving tool when it comes to planning for education expenses. Understand the basics of ...
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raymondjames.com

Explore four ways to teach your children valuable skills that set them up for professional – and personal – success:
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Explore four ways to teach your children valuable skills that set them up for professional – and personal – success:

raymondjames.com

Market consolidation continues, but there are positive signals under the surface. Looking ahead, investors will be focus...
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Read more here.

amazonaws.com

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The S&P 500 finished Q2 up +14.9% (+9.6% year-to-date), which was one of the strongest quarters historically.

Read more in the Weekly Market Guide.

amazonaws.com

Financial education at an early age can help lay the groundwork for lifelong financial confidence. Learn strategies for ...
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Financial education at an early age can help lay the groundwork for lifelong financial confidence. Learn strategies for introducing age-appropriate money lessons that can make a lasting impact:

raymondjames.com

🌟 July Events at Signature Wealth StrategiesSummer's in full swing, and we're keeping the momentum going with fun ways t...
06/30/2026

🌟 July Events at Signature Wealth Strategies
Summer's in full swing, and we're keeping the momentum going with fun ways to connect, celebrate, and stay active!

👟 Walking Club Mondays
Join us July 6, 13, 20 & 27 at 5 PM for fresh air and friendly conversation.
📍 Meet at Coastal Integrative Health, 1175 Turlington Ave, Ste 103, Leland

☕ Coffee & Conversation – Tuesday, July 14
Start your morning with good company and great coffee from 10–11 AM.
📍 Signature Wealth Strategies Office

🎂 It's Your Birthday! – Friday, July 17
We're celebrating YOU! Stop by from 12–1:30 PM for cake, laughter, and a little midday cheer.
📍 Signature Wealth Strategies Office

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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