Money Smarts

Making finance fun for the next generation

Preparing your heirs for success means teaching them how to make informed financial decisions. Our team at Global Wealth Solutions Group of Raymond James is here to help. Through our specialized programs for children and young adults, we share key principles they need to be good stewards of family money. Money doesn’t need to be a taboo topic. Let our team partner with you in sharing your family’s values.

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Pre-K

Storybook approach

Covers allowance, saving and spending

Foundation for healthy money habits

Preteens

Introduction to investing

Importance of saving your money

Money 101

Young adults

Introduction to financial planning

Overview of skills for financial independence

Interactive lessons

Get a glimpse of Money Smarts

Learn more about our team

Knowledge is power

Our team has curated a collection of dynamic resources to help you gain perspective on the markets and your family’s finances.

Financial Literacy Resources

News and Events

Raymond James Resources
Build a firm financial foundation

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A plan for your wealth that’s purely yours

 

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 our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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