Capitas Advisory Group of Raymond James

11/14/2025

11/05/2025

Last week, I had the chance to give back to a community that has given so much to our country. At Raymond James' annual Veterans Financial Advisors Network (VFAN) conference, I joined a panel at our home office discussing two areas I'm passionate about: working with business owners and exploring alternative investments.

Sharing the stage with leaders from our investment banking and alternatives teams—and hearing from our firm's president, Tash—was a reminder of the depth of expertise and commitment within Raymond James.

VFAN is more than a network; it's a mission to empower veterans to thrive in financial services. As a veteran myself, being part of that conversation was meaningful and humbling.

Great job Brianna Perry for helping make this a impactful conference.

To everyone who served and continues to serve in new ways—thank you.


Tyler Thompson

10/22/2025

From choosing the right setting to assigning meaningful roles, hosting a family meeting can be a powerful step in your estate planning journey. Learn how to make it productive and inclusive.

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09/25/2025

You already know interviewing best practices. Instead of reading more generic advice on hiring, discover how you reimagine the process for better outcomes:

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09/15/2025

Want your children to learn life skills that will make them confident, resilient adults? You can teach them about business early. Here are four ways:

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09/12/2025

At Raymond James, relationships come first. I'm proud to be with a firm that empowers advisors to invest deeply in what matters most: clients.

J.D. Power U.S. Investor Satisfaction Award for 1/24-12/24, announced 3/20/25. Based on 7,876 responses from Advised Investors, 1 company out of 24 was chosen as the winner. Fee paid only for promotion. More: https://bit.ly/4kHB3qv. For J.D. Power 2025 award information, visit jdpower.com/awards.

09/11/2025

May we never forget September 11, 2001.

09/11/2025

We stand united in reflection on this solemn day. May we never forget September 11, 2001.

09/10/2025

A space I'm passionate about! Residential services like plumbers and HVAC, roofing and garage door businesses are seeing a boom in private equity investment. Read this to find out what that means for you as an owner or investor.

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08/14/2025

Think you've maxed out retirement contributions? If you're a business owner, cash balance plans might have you rethinking that. Learn more:

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07/29/2025

Raymond James just delivered its 150th consecutive quarter of profitability. This milestone is a testament to the firm's unwavering commitment to putting clients first – through good markets and bad!

07/11/2025

Passionate about being a force for good in your community through giving? Starting a corporate donor advised fund can give you an easier way to make a greater impact and offers immediate tax benefits. Learn more about donor advised funds and their benefits.

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