Tailored Financial Strategies of Raymond James

Tailored Financial Strategies of Raymond James Insightful financial guidance personally tailored to your life. Therefore, a response to a request for information may be delayed.

At Tailored Financial Strategies, you will find a close-knit team who work together and leverage one another’s strengths and expertise to customize comprehensive wealth management plans. We know that no two people are alike, so neither are the financial strategies and plans we create. Each client relationship is individually addressed with the highest level of personal, concierge-style service. We

take a holistic approach to managing not only our clients’ investments, but every essential financial matter of their lives. Over the years, our team has built trusted and loyal relationships with many families and individuals who have come to count on us for personalized advice and guidance tailored to their lives.

------------------------------------------------------------
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm
Alex Brown - A Division of Raymond James & Associates, Inc., member New York Stock Exchange/SIPC

In honor of Beth's daughter Mikayla, and all those who know someone with a rare disease. We honor you on February 28th.
02/25/2026

In honor of Beth's daughter Mikayla, and all those who know someone with a rare disease. We honor you on February 28th.

Found on Google from en.wikipedia.org

Today Kennie and I celebrate 10 years at Raymond James. Thank you to all our clients that continue to share this journey...
09/18/2025

Today Kennie and I celebrate 10 years at Raymond James. Thank you to all our clients that continue to share this journey with us.

Celebrating the fathers who lead by example and inspire greatness. Happy Father's Day!
06/15/2025

Celebrating the fathers who lead by example and inspire greatness. Happy Father's Day!

U.S. equity futures trade lower across the board after Moody's announced a downgrade to the U.S. credit rating (to Aa1 f...
05/19/2025

U.S. equity futures trade lower across the board after Moody's announced a downgrade to the U.S. credit rating (to Aa1 from Aaa) on Friday evening. The S&P 500 futures trade 70 points below fair value.

Read more in the Morning Brew.

www.raymondjames.com

There's a positive bias in early trading, driven by ongoing momentum. The bias may shift following this morning's econom...
05/16/2025

There's a positive bias in early trading, driven by ongoing momentum. The bias may shift following this morning's economic releases. April Housing Starts and Building Permits are out at 8:30 ET.

Read more in the Morning Brew.

www.raymondjames.com

There's a negative bias in early trading. Participants are taking a pause after a big run of late due to an emerging vie...
05/15/2025

There's a negative bias in early trading. Participants are taking a pause after a big run of late due to an emerging view that stocks are overbought in the short-term.

Read more in the Morning Brew.

www.raymondjames.com

Contracts linked to the S&P 500, the NASDAQ 100, and the Dow industrials are higher. Carryover momentum after this week'...
05/14/2025

Contracts linked to the S&P 500, the NASDAQ 100, and the Dow industrials are higher. Carryover momentum after this week's positive start has contributed to the upside moves.

Read more in the Morning Brew.

www.raymondjames.com

Contracts linked to the S&P 500, the NASDAQ 100, and the Dow industrials are lower after yesterday's big rally. Only mod...
05/13/2025

Contracts linked to the S&P 500, the NASDAQ 100, and the Dow industrials are lower after yesterday's big rally. Only modest losses are indicated at the open, reflecting resilience in the market.

Read more in the Morning Brew.

www.raymondjames.com

The U.S. agreed to cut tariffs on China to 30% from 145% for 90 days (20% fentanyl tariffs plus 10% reciprocal tariffs) ...
05/12/2025

The U.S. agreed to cut tariffs on China to 30% from 145% for 90 days (20% fentanyl tariffs plus 10% reciprocal tariffs) and China agreed to cut its retaliatory tariffs on the U.S. to 10% from 125% for 90 days as trade talks continue. Read more.

www.raymondjames.com

Modestly positive bias in the futures trade ahead of the open. There is hope the U.S and China will strike some de-escal...
05/09/2025

Modestly positive bias in the futures trade ahead of the open. There is hope the U.S and China will strike some de-escalation parameters at the trade meeting in Switzerland; however, there is some angst with President Trump's Truth Social Post. Read more.

www.raymondjames.com

The market's focus remains on tariff-related developments after indications that President Trump is set to announce a tr...
05/08/2025

The market's focus remains on tariff-related developments after indications that President Trump is set to announce a trade deal framework with the U.K. later today, fueling optimism about a shift in the global trade tensions.

Read more.

www.raymondjames.com

Address

880 Carillon Parkway
Saint Petersburg, FL
33716

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Alerts

Be the first to know and let us send you an email when Tailored Financial Strategies of Raymond James posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Tailored Financial Strategies of Raymond James:

Share