St. Pete Wealth Management Group of Raymond James

St. Pete Wealth Management Group of Raymond James is a Financial Planner in St. Petersburg, FL. The group provides comprehensive wealth management strategies and financial services to individuals and businesses. Their offerings include retirement planning, investment portfolio construction, and cash arrangement design. They serve business owners with executive staff strategies for attracting and retaining critical team members and support companies through private market negotiations, whether going public or staying private. The firm also addresses complex life events such as divorce, utilizing Certified Divorce Financial Analyst services to analyze settlement agreements and act as a financial neutral. Additionally, they provide longevity planning resources that integrate health and wealth, offering access to Medicare comparison tools, care management for aging in place, and fraud protection services.

The practice leverages the broader Raymond James network to access a wide range of investment alternatives, maintaining the independence to select products based solely on the client relationship. For clients navigating divorce, Marcy serves as a Certified Divorce Financial Analyst™ who can act as a financial neutral on a collaborative team or assist in analyzing marital settlement agreements. The firm provides tools for longevity planning, including resources to help manage healthcare, Medicare options through HealthPlanOne, and care management via Broadspire Care Management. Additional services include PinnacleCare for medical concierge needs and EverSafe for monitoring accounts against financial fraud. The firm also utilizes goal planning and monitoring tools to help clients evaluate their investment strategies, risk tolerance, and spending rates against their long-term objectives.

The firm operates from 200 Central Ave 24th Floor, near the Central Avenue corridor in St. Petersburg.

The group is known for its independence in selecting investment alternatives and its specialized services in divorce financial analysis and executive business strategies.

By combining independent investment selection with specialized expertise in divorce planning and executive business strategies, St. Pete Wealth Management Group of Raymond James offers distinct financial guidance to clients in St. Petersburg.

Located on the 24th floor of Central Avenue in St. Petersburg, the office is about 0.1 miles from The James Museum of Western and Wildlife Art and Jannus Live.

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