Senior Vice President, Wealth Management:David spearheads a sophisticated financial planning team that caters to high net worth and ultra high net worth families, foundations, and non profit institutions. Premium on covering each aspect of the financial planning spectrum such as: Asset Management and Portfolio Construction, Estate and Incapacity Planning, Wealth Distribution, Insurance Planning, Tax Strategies, Philanthropic Planning, Asset Protection, Stock Option and Deferred Compensation Arrangements, Business Succession Strategies, along with Trust and Fiduciary Services. Additionally, we consult and serve Non Profit Institutions on Fiduciary Oversight, Governance, Board Formation, Asset Management and Investment Policies. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. 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 Raymond James & Associates, Inc., member New York Stock Exchange/SIPCCertified 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.