Kelly Ann Erickson, First Vice President, Wealth Management

08/24/2026

Many retirees face a common question: Should your assets support today's lifestyle, tomorrow's legacy, or both?

The answer often starts with understanding the role each asset plays within your overall financial plan.

When every dollar has a purpose, you may gain greater confidence in both your retirement goals and the legacy you hope to leave behind.

A thoughtful review can help uncover opportunities and bring greater clarity to long-term planning decisions.

08/03/2026

Sector rotation helped the markets hold steady in July, with performance in sectors like health care, financials and energy making up for a slowing tech sector. Get the details in the July market recap:

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06/21/2026

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

03/09/2026

When life changes, your taxes often do too. Knowing how milestones like a new home, a growing family or a career shift affect your tax picture can help you plan ahead. Explore the key factors to keep in mind:

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11/15/2025

At Raymond James, relationships come first. We're 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.

09/25/2025

Before the year ends, take time to review your financial picture. This checklist highlights key deadlines and strategies to help you optimize your tax plan. Make the most of what's left of 2025:

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08/29/2025

Raymond James Chief Investment Officer Larry Adam notes that most of the risk penciled in at the start of summer was erased as the season progressed.

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08/14/2025

Owning land can be a powerful asset but if it's sitting idle, it may be costing you more than it's earning. From glamping sites to cell tower leases, there are creative ways to turn unused land into a source of income. Explore practical strategies to make your property work for you:

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07/31/2025

Retirement isn't just about asking "Do I have enough?" It's also about asking "What do I want to do with what I have?" Whether it's travel, a passion project, helping your family, or giving back, it's a time to turn your preparation into possibility.

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07/20/2025

Following the passage of legislation dubbed the One Big Beautiful Bill Act, explore some of the key provisions and potential planning opportunities for individuals and families. Learn more:

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