Keeping you well informed

Lisa Detanna and all of us at the Global Wealth Solutions Group are committed to helping our clients expand their financial knowledge. We’ve provided commentary from industry experts, helpful tools and informative links so you can raise your stature as an informed investor.

News & Events

This video blog offers us another way to communicate with you on relevant topics, including our engaging client events. We encourage you to get in touch with our team if one of our videos sparks an idea for discussion.

Financial Literacy

This is our education-focused video blog where we share the latest market commentary and personal finance content relevant to your life. There’s something for everyone, from the role of technology in our economy to cybersecurity and healthcare.

Legacy Learning

People and their financial well-being were the galvanizing force behind the creation of Raymond James. Hear from our Chairman Emeritus of Raymond James Financial and the importance of financial awareness.

Winter's Vault

Lisa Detanna is the co-author of “Treasures in the Winter Vault,” a children’s book that teaches kids in an entertaining way valuable life lessons about being careful with money.

Raymond James Resources

A look at life and finance from every angle. Raymond James brings together the latest information, ideas and insights to help you make the most of your life’s many meaningful pursuits.

Worthwhile Magazine

WorthWhile magazine is Raymond James’ quarterly publication covering a variety of insightful financial and general lifestyle topics. Read the latest issue, and check back each quarter for a new edition.

Client Access Videos

Videos to help you learn how to view your account statements, trade confirmations and shareholder communications online anytime using the secure and convenient Raymond James Client Access website and app.

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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