Davis Wealth Advisors of Raymond James - Santa Barbara (CA)

Deborah Morrison Jeff, Curtis and team are awesome. Always ready to answer any questions or concerns I have timely and with care and concern. Most importantly working with PWM for 15 years has provided me with peace of mind so I can truly enjoy my life and retirement.

Jonathan Shade Time and time again, Shannon continues to outperform! I have been here before to help with paying the CDTFA. Now, she’s helping me get caught up on our business taxes. If you need to do your taxes, or you are looking to file for your business, please contact Shannon. You won’t be disappointed!! On top of her patience, professionalism and willingness to make your life better, she also has better prices than other CPA’s in the Merced area.

Sandy King A five+ star rating..a good challenge deciding on what I needed..but I understood after some time..a really good experience with my agent Raven Alexander and Bob Rachman..they knew what they doing..very professional very kind and had sense of humors..I was very comfortable working with them..