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

Mission Advisory Group of Raymond James

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The Villages, FL
Mission Advisory Group of Raymond James

Helping the people of Central Florida reach their financial goals. Therefore, a response to a request for information may be delayed.

At Mission Advisory Group of Raymond James, our sole purpose is to serve as trusted advisors for the select individuals and families with whom we work. We create unified investment, financial and estate planning strategies designed to build and preserve your wealth. Meanwhile, you remain free to focus on living, enjoying your accomplishments and making an impact in your community. Social Media Disclaimers-
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. 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. Please follow this link to additional
disclosures: http://raymondjames.com/smrja.htm

Raymond James does not provide legal or tax advice on these or any other transactions. Investors should consult with their tax and legal advisors prior to making any decisions. Rolling from a traditional IRA into a Roth IRA may involve additional taxation. When converted to a Roth the client pays taxation but no further taxation in the future. Unless certain criteria are met, Roth IRA owners must be 59½ or older and have held the IRA for five years before tax-free withdrawals are permitted. Additionally, each converted amount is subject to its own five-year holding period. Investors should consult a tax advisor before deciding to do a conversion.

10/08/2026

What a wonderful time reconnecting with our New York and New Jersey clients during our recent trip north! Thank you to everyone who joined us for lunch/dinner and shared part of their days with us. The conversations were so enjoyable that we forgot to take photos with many of you, but here are a few snapshots from a memorable afternoon and evening! 😊

09/01/2026

Jason and Corinne have been keeping a little secret!! Another grand baby is on the way! This time there is only 1 and IT'S A BOY!! Huge congrats to them and to their daughter Kirin and son in law David.

08/25/2026

Please join us in welcoming Tyler Carver to the Mission Advisory Group team! Tyler, originally from Naples, FL is a graduate of Florida Gulf Coast University, with degrees in Finance and Economics. He and his fiancée, Carolina, relocated to The Villages in July to begin his career with Raymond James, while she starts her career as an elementary school teacher. Outside of the office, Tyler enjoys staying active and can often be found playing pickleball, running, or rock climbing.

In his role with Raymond James, Tyler will work closely with Jason, providing research and analytical support to help serve our clients. We are excited to have Tyler on the team and look forward to the contributions he will make.

08/17/2026

Happy 2nd week back to school to Kayla's adorable kiddos, and all of our Mission families!

08/10/2026

Wishing a BIG Happy 1st Birthday to Jason and Corinne's twin Granddaughters Mary Kate & Elaina!

06/22/2026

Big Congrats to Reilly Heaton on her high school graduation!! She will be attending Santa Fe College in the fall to study Zoology for her Zookeeper degree!

03/26/2026

As the Easter holiday approaches, all of us at Mission Advisory Group of Raymond James would like to express our sincere gratitude to our clients. We are truly thankful for each and every one of you and feel incredibly blessed to have you in our lives. As you know, we value our relationships deeply and consider you more than clients—you are family.
We wish you a wonderful rest of the week and a happy, relaxing weekend

08/11/2025

Please join us in wishing our amazing Kayla Davis a Happy Belated Birthday! She turned 21, AGAIN, on Saturday!! Not sure how she does it, but she needs to share her secret. Thanks so much for being such a integral part of our team, and the Mission family.

07/09/2025

Please join us in wishing Corinne a Happy 47th Birthday! She & Jason decided to play hooky yesterday, pun intended, and go fishing. It was a successful day on the water, so no big fish "stories" necessary!

07/01/2025

We would like to thank 49th PL Productions and Cote Deonath for allowing us to sponsor Elvis The Summer Fest 2025! It was amazing as always. Count us in for next year, we cant wait!

Address

2631 W Torch Lake Drive
The Villages, FL
32163

Opening Hours

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

Website

http://themissionadvisors.com/

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