SMR

We are committed to guiding our clients through the labyrinth of tax laws, trust, philanthropy, Social Security planning, generational wealth transfers, stretch IRA techniques, and asset allocation wealth management... We're independent advisors, but we're part of the Raymond James family, a firm with approximately 7,800 financial advisors and nearly 725 billion dollars of assets under management.*... As we are a Florida company, we are highly focused and completely understand the unique investment concerns and opportunities of Florida residents.

Also known as: Eleven Atlantic, SMR, Inc.

Primary location: Neptune Beach United States