Signature Wealth Strategies - Leland/Wilmington, NC

Signature Wealth Strategies - Leland/Wilmington, NC Jonathan Tait, CFP®, CEPA©
Senior Wealth Advisor, RJFS &
Deb Pickett, CFP®, CRPCTM
Senior Wealth Advisor, RJFS Member FINRA / SIPC.

CERTIFIED FINANCIAL PLANNER™ professional with a background in equity analysis. Jon joined Raymond James Equity Research Department in 2001, rising to the position of Sr. Research Associate and specializing in consumer-related stocks. Jon assists his clients by identifying short, intermediate and long term goals and then creating an investment policy targeting those needs. Specialties: Comprehensi

ve financial planning as it relates to (1) retirement planning, (2) investment planning, (3) estate planning, (4) tax planning and (5) insurance planning. Securities offered through Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Signature Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements



Important Disclosure Information: http://raymondjames.com/smicd.htm

Volatility and market rotation continued, with the S&P 500 taking a breather and consolidating near its 50-DMA. Avoiding...
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Volatility and market rotation continued, with the S&P 500 taking a breather and consolidating near its 50-DMA. Avoiding a rollover from this area is important for preserving the market's upside trajectory.

Read more in the Weekly Market Guide.

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https://www.raymondjamesconnect.com/a_iKRQ

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Read more in the Morning Brew.

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

The S&P 500 has shaken off a bit of volatility over the past week, bouncing near June 2nd highs after a -5% 6-day pullba...
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The S&P 500 has shaken off a bit of volatility over the past week, bouncing near June 2nd highs after a -5% 6-day pullback.

Read more in the Weekly Market Guide.

GCM_Weekly_Market_Guide.pdf

All markets & our offices are closed Friday June 19 due to honoring Juneteenth and its significance in our shared histo...
06/18/2026

All markets & our offices are closed Friday June 19 due to honoring Juneteenth and its significance in our shared history, while reaffirming our commitment to progress.

The one-dimensional market since the March lows is finally taking a breather: U.S. equities are digesting recent gains f...
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Read more in the Weekly Market Guide.

amazonaws.com

Wealth can open doors, but values help guide the path forward. Learn how a clearly defined and shared vision for your fa...
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Wealth can open doors, but values help guide the path forward. Learn how a clearly defined and shared vision for your family's wealth can help preserve your legacy and prepare future generations to make thoughtful financial decisions.

raymondjames.com

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forbes.com

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Address

1018 Grandiflora Drive, Ste E
Leland, NC
28451

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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