At Carlyon Stoops Family Financial Planning, our sole purpose is to serve the multi-generational wealth management needs of high net worth families. We are a multi-advisor team dedicated to serving a limited number of families who want focused investment strategies, comprehensive financial advice and guidance through life events. Our story began over 40 years ago, and like our client’s lives, has transitioned and evolved over time. Combining our team of specialists unites the disciplined perspectives and financial expertise of two generations for the benefit of our clients. Our devotion is to our clients, and we treat them as if they were a part of our own family. We believe there is no single investment solution or strategy that will fit all circumstances, and perform in all market environments. Therefore, we utilize the benefits of a wide range of investment types to combine your preferences with our advice, and do so in a conflict free relationship. Please visit our website at carlyonstoopsfamily.com to learn more about the clients we serve, what to expect in a relationship with us and the value to you and your family.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/SIPC
Listed skills include Wealth Management, Series 7, Investments, Financial Planning, and 8 others.