We created our advisory process which blends behavioral finance with traditional financial planning in 2000 to help people use the various areas of their wealth (money, time, talents, wisdom, relationships...) to enjoy a more satisfying and meaningful life. Given my 20+ years of experience, wisdom and training in this industry it is our team’s goal to help our friends, family and clients live a more enjoyable life and to make their lives more directed and fulfilled. We help clients understand that their money and all of their wealth are just tools to take care of themselves, their family and the causes and charities they care about.Raymond James financial advisors may only conduct business with residents of 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. Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Please follow this link to additional disclosers: http://raymondjames.com/smrja.htmSpecialties: Investment Wealth Management; Behavioral Finance; Financial Coaching; Financial, Tax, Estate and Corporate Benefit Planning.As federal and state tax rules are subject to frequent changes, you should consult with a qualified tax advisor.