• Post category:Company News

Belinda and I had the pleasure of spending a few days in Orlando to attend the Raymond James Investment Advisors Division Conference. While Orlando may be known for theme parks and sunshine, we hunkered down with fellow advisors and went to work for two solid days.

Conferences like these provide us with opportunities to interact directly with Raymond James divisional management teams and key departments through general sessions, breakouts and intensive workshops that feature ways to better serve clients like you.

An example of a growing trend we learned about is Ethical Wills. These documents bequest values, experiences and lessons to children and loved ones, setting the stage on how you want them to remember you while managing the assets you’ve passed on. Ideally, this type of will communicates a legacy to future generations, celebrates your values and helps avoid disputes.

From a market standpoint, we enjoyed a detailed presentation on the current bull market and its likely span from Jeff Saut, Chief Investment Strategist at Raymond James. Several other executives shared their unique perspectives as well, offering a treasure trove of knowledge from world-class minds with expertise in our industry.

While our stay in Orlando was brief, the knowledge we gained continues to boost our wealth management services.

– Dave