Evergreen Financial Partners of Raymond James

Evergreen Financial Partners of Raymond James 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. Pl

ease follow this link to additional disclosures: http://raymondjames.com/smrja.htm

Raymond James & Associates, Inc., member New York Stock Exchange/SIPC

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, t...
08/31/2026

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, the underlying backdrop reinforced that the US economy continues to expand. Get the details in the August market recap:

raymondjames.com

When expertise comes from a professional who cares about you, a financial plan becomes a path forward. That's the power ...
08/28/2026

When expertise comes from a professional who cares about you, a financial plan becomes a path forward. That's the power of personal.

Market volatility has remained subdued this summer, but history suggests the calm may not last. Raymond James Chief Inve...
08/28/2026

Market volatility has remained subdued this summer, but history suggests the calm may not last. Raymond James Chief Investment Officer Larry Adam shares five key catalysts that could challenge the market's recent complacency in the weeks and months ahead.

raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
08/28/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

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Rising Treasury yields have investor attention, but they may be creating opportunity rather than signaling a bond market...
08/21/2026

Rising Treasury yields have investor attention, but they may be creating opportunity rather than signaling a bond market crisis. Raymond James Chief Investment Officer Larry Adam shares his insights in the latest Weekly Headings.

raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
08/21/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

amazonaws.com

We're so excited to congratulate our advisor, Josh Franklin, and his wife Julina on the arrival of their beautiful baby ...
08/18/2026

We're so excited to congratulate our advisor, Josh Franklin, and his wife Julina on the arrival of their beautiful baby girl, Gemma.

Congratulations, Franklin family!

While European equities have reached record highs, US equities remain the global market leader. Raymond James Chief Inve...
08/14/2026

While European equities have reached record highs, US equities remain the global market leader. Raymond James Chief Investment Officer Larry Adam shares insights on the case for US versus European equities in the latest Weekly Headings.

raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
08/14/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

amazonaws.com

Wondering how employee stock ownership plans (ESOPs) work? Discover the steps required to set one up, what their advanta...
08/12/2026

Wondering how employee stock ownership plans (ESOPs) work? Discover the steps required to set one up, what their advantages are and why they might be right for you:

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Address

20 Mall Road, Suite 440
Burlington, MA
01803

Telephone

+17813138400

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