Gregg Timura, CFP

Gregg Timura, CFP Vice President, Wealth Management
Private Wealth Advisor Therefore, a response to a request for information may be delayed.

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
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Estate planning is often viewed as a financial exercise.In reality, it's deeply personal.It's about ensuring your wishes...
09/02/2026

Estate planning is often viewed as a financial exercise.

In reality, it's deeply personal.

It's about ensuring your wishes are understood, your values are reflected, and the people you care about are considered in the way you've intended.

Some of the most important planning conversations aren't about wealth. They're about what matters most.

Contact me if you would you like help completing your Estate Plan.

Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage b...
09/01/2026

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

raymondjames.com

07/28/2026

The AI rally leads many investors to question if we are reliving the dot-com bubble of the late ‘90s. Raymond James Chief Investment Officer Larry Adam explains why today's market backdrop tells a different story:

Did you know - according Bloomberg, after rising for ten straight quarters Gold has fallen 13% in the second quarter thi...
07/24/2026

Did you know - according Bloomberg, after rising for ten straight quarters Gold has fallen 13% in the second quarter this year (ending June 30th)? Its the biggest quarterly decline for the precious metal since 2013.

Did you know that on July 10th, Federal Student Aid reported that about 9 million student loan borrowers were in default...
07/23/2026

Did you know that on July 10th, Federal Student Aid reported that about 9 million student loan borrowers were in default as of March 2026? This represents more than 13% of the total Federal student loan portfolio. Yikes.

Your financial priorities can change throughout retirement. Regularly evaluating your plan can help you stay prepared fo...
07/22/2026

Your financial priorities can change throughout retirement. Regularly evaluating your plan can help you stay prepared for new opportunities and unexpected challenges:

raymondjames.com

Your child may be an adult at 18, but that doesn't automatically mean you'll be able to help in an emergency. From healt...
07/21/2026

Your child may be an adult at 18, but that doesn't automatically mean you'll be able to help in an emergency. From healthcare decisions to financial matters, key legal documents can help ensure parents and caregivers can step in when needed.
Learn which documents every family should consider before college move-in day by reading the article below.
Have questions about protecting your family and preparing for the next stage of life? Connect with me to discuss planning considerations that may be right for your situation.

raymondjames.com

Have a Wonderful & Safe July 4th Weekend!
07/02/2026

Have a Wonderful & Safe July 4th Weekend!

Did you know, according to Raymond James,  the S&P 500 has risen in July for the past 11 straight years?   Can we make i...
07/02/2026

Did you know, according to Raymond James, the S&P 500 has risen in July for the past 11 straight years? Can we make it a 12th straight year?

07/01/2026

CNBC announced this morning that our Local Family Owned Grocer, Giant Eagle will be acquired by Cincinnati-based Kroger

www.cnbc.com

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