SWK Financial Planning Advisors of Raymond James

07/30/2026

Happy Birthday! 🎂 Hope your day is filled with celebration, laughter, and plenty of chocolate chip cookies. Thanks for all your hard work this summer!

07/23/2026

Your child may be an adult at 18, but that doesn't automatically mean you'll be able to help in an emergency. From healthcare decisions to financial matters, key legal documents can help ensure parents and caregivers can step in when needed.
Learn which documents every family should consider before college move-in day by reading the article below.
Have questions about protecting your family and preparing for the next stage of life? Connect with our office to discuss planning considerations that may be right for your situation.

raymondjames.com

06/21/2026

Today we celebrate the dads who lead with strength, kindness and dedication. Wishing you a happy Father's Day!

06/19/2026

Our office will be closed on Friday, June 19th in recognition of Juneteenth. This is an opportunity to honor history, celebrate progress and commit to the future.

06/01/2026

We're excited and grateful to play a small role in the 2nd Annual Women of All Generations event! 💜
This Chamber Fayetteville event is all about connection, shared stories, and lifting one another up across generations—and we're honored to be part of it.
We can't wait to join others in our community for an inspiring afternoon! If you are able, come be a part - you won't regret it!

05/25/2026

This Memorial Day, we honor and remember the heroes who gave everything in service to our nation.

05/20/2026

Proud to be part of RJ Cares Month! ❤️

This May, our team had the opportunity to volunteer with Potter's House, where we helped sort donations at their warehouse—supporting an organization that does so much for our community.

At Raymond James, our roots run deep in volunteerism and giving back to the communities where we work and live. Giving back is more than a tradition—it's truly who we are. Each year during the month of May, associates come together across the firm to serve others, continuing a meaningful initiative that began in 2012. Since then, Raymond James associates have contributed more than 74,000 volunteer hours—and counting! It's inspiring to be part of a company so committed to making a difference.

Grateful for the opportunity to serve alongside such a wonderful team and support organizations like Potter's House that are changing lives every day. 💙

05/09/2026

Wishing a warm and happy Mother's Day Weekend to all who nurture, support and inspire!

05/05/2026

📱🔐 Have you thought about what happens to your digital life?

From photos and emails to online accounts, subscriptions, and digital assets—much of what matters most today exists online. Yet these important pieces are often overlooked when creating or updating an estate plan.

Ignoring your digital estate can create stress for loved ones later and may even result in the loss of items with deep sentimental or monetary value.

Taking a thoughtful, organized approach now can save your family confusion and help ensure nothing important is lost. Start by getting a clear inventory of your digital life—it's an essential step toward peace of mind. 💙

👉 Read more below and learn why your digital belongings deserve a place in your estate planning conversation.

raymondjames.com

04/23/2026

Peace of mind comes from knowing your affairs are in order. An heir preparation packet helps loved ones navigate key responsibilities with clarity and confidence during a difficult time. Learn what belongs in yours:

raymondjames.com