Consilium Wealth Partners of Raymond James

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Consilium Wealth Partners of Raymond James Pursuing your financial goals with experienced guidance. Aguirre, CFP®

Robin Johnson
Sr. Registered Client Service Associate

Magda Lesmana
Sr.

Along with challenges, the market also brings new opportunities - you just have to know where to look and when to take action. Over the years, we've helped clients navigate through challenging times with purpose and confidence toward their financial goals, and we're here to help you, too. We can offer you an array of personalized financial services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

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Ken Robbins
Senior Vice President, Investments

Aaron J. Werner, CFP®
Vice President, Investments

Kathy Roshay
Financial Advisor, AAMS™

Michelle Moore
Financial Advisor

Veronica H. Registered Client Service Associate

Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htm

Oct. 20 - Equity futures point to a mostly lower open this morning following yesterday's mostly higher finish, which was...
10/20/2026

Oct. 20 - Equity futures point to a mostly lower open this morning following yesterday's mostly higher finish, which was driven by a rebound in technology and mega-cap stocks.

Read more in the Morning Brew.

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Oct. 19 - Equity futures point to a mostly higher open this morning as stocks attempt to rebound from last week's techno...
10/19/2026

Oct. 19 - Equity futures point to a mostly higher open this morning as stocks attempt to rebound from last week's technology-led selloff.

Read more in the Morning Brew.

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See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
10/16/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

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Third-quarter earnings season will test whether corporate results can support the broader economy's strength. In the lat...
10/16/2026

Third-quarter earnings season will test whether corporate results can support the broader economy's strength. In the latest Weekly Headings, Raymond James Chief Investment Officer Larry Adam shares five key questions investors should watch earnings season.

raymondjames.com

Consumer spending remains resilient, but the effects of inflation and higher interest rates are not felt equally across ...
10/16/2026

Consumer spending remains resilient, but the effects of inflation and higher interest rates are not felt equally across income groups. In Weekly Economics, Raymond James Chief Economist Eugenio Alemán shares his perspective on the latest economic data.

raymondjames.com

Oct. 16 - Equity futures are pointing to a mixed start, with S&P 500 futures six points above fair value and the NASDAQ ...
10/16/2026

Oct. 16 - Equity futures are pointing to a mixed start, with S&P 500 futures six points above fair value and the NASDAQ 100 futures 119 points below fair value, as selling in the semiconductor space and AI trade has resumed.

Read in the Morning Brew.

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Oct. 15 - Equity futures point to a mostly lower opening this morning, with futures tied to the NASDAQ Composite indicat...
10/15/2026

Oct. 15 - Equity futures point to a mostly lower opening this morning, with futures tied to the NASDAQ Composite indicating particularly sharp losses as selling pressure across technology stocks continues following yesterday's retreat.

Read Morning Brew.

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We are maintaining an upward bias on equities as we enter a seasonally strong period for stocks, which, combined with im...
10/15/2026

We are maintaining an upward bias on equities as we enter a seasonally strong period for stocks, which, combined with improving fundamentals, supports our constructive outlook into year-end.

Read more in the Weekly Market Guide.

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Oct. 14 - Equity futures point to another mixed opening as investors assess another round of earnings reports from banki...
10/14/2026

Oct. 14 - Equity futures point to another mixed opening as investors assess another round of earnings reports from banking names and weigh geopolitical developments ahead of key inflation data.

Read the Morning Brew.

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Oct. 13 - Equity futures point to a slightly lower opening, as investors assess the rise in Treasury yields and pressure...
10/13/2026

Oct. 13 - Equity futures point to a slightly lower opening, as investors assess the rise in Treasury yields and pressure on semiconductor stocks. European markets are mostly higher, supported by lower oil prices and bond yields.

Read the Morning Brew.

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Address

301 N. Lake Avenue
Pasadena, CA
91001

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm
Sunday 9am - 6pm

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