Edward Jones - Financial Advisor: Rob Thomas, CFP® - St. Augustine (FL)

Al Miller Next to The Cafe..

Bill Muller We retired in 2002 and became Provise clients in 2002. Together we have been through the highs as well as the lows. Ray and Kim put together a solid, balanced plan that has performed very well over these years. We are enjoying an active retirement, without anxiety, confident that the long term financial plan will continue to provide our needs.

Robert Romahn A home town bank feeling with great banking for all your needs.

Lyan Torres Today is the second time I go to this bank and I absolutely love how I am treated by the staff members. I walked in and I was immediately greeted. I had came in the week or so prior to today and the girls remembered me and it made me feel very welcomed. Manuela assisted me both times I came into this location and I absolutely love her! She’s so sweet and caring.She is very affective with her job and her willingness to help is incomparable. She assisted my partner and I to open our joint bank account and the process was super quick. I love this location due to the staff and the minimized wait time compared to other locations. I definitely recommend this location and most definitely recommend to receive assistance Manuela!

stephanie morale My mother passed away March 14th 2024 and my brother hasnt spoken to me in 4 years he is poa and executer --the last 3 months have been unfair and for a lack of words very sneaky I have no idea as a beneficiary what is going on for lack of communication from the Executer..moms assets and finacial statements are for me to see and neithe glenn or raymond james are cooperating with my requests.. and I want to know why I cant n get any information from the executer or Raymond James manager and Dan her financial advisor..Its my legal right to get all financial statements as a beneficiary so why does a executer get away with this ? no communication its his job to keep me informed..if he is not acting responsibly in his role as executer he needs to be removed- also raymond james will not give me the statements either..i was told my brother has to give them to me but how does that happen when he doesnt communicate ..I am reaching out to all on this review to make all aware of lack of professionalism from all parties and want opinions..thank you..

J Salim Had multiple conversations with Will and never felt rushed or pressured in any way. They truly are interested in education and establishing long term relationships. I moved my assets over to Victrix and could not be happier. Seamless transition and excellent communication.

Sabine Robertson Over time, Ive come to know Yvonne. Our professional connection has grown into a friendship. What I value most is her quick response to questions. Yvonne is not just a financial advisor; shes a trustworthy financial partner. Simply put, Yvonne represents a perfect blend of expertise, integrity, and client focus. If you are looking for a Financial Advisor I would start with Yvonne Shanklin.

Autra Truss Excellent people love you but get off my radio especially on my weekend.