James L. Hart - Raymond James - Vero Beach (FL)

sandra russell As a retired school principal, sound financial planning and investing are of utmost importance. I have worked with Jamie Freeman for 15 years and found him to be honest and wise with my financial matters. I have recommended him to family members because of my trust in him.

Lisa Tilley Catherine is one of the most amazing and knowledgeable women in business and financial advising. We have enjoying learning how to better invest for our future and our retirement.

Contessa Absolutely the best wealth management group we’ve had the pleasure of working with. Charisse Rivers had taken our investments to higher levels and we can’t say enough. She with her team of professionals understands the customer, their concerns and end goals. We couldn’t be happier.

Steve Davis I have been a client of Robs for ten years. I trust Rob and his team to completely understand my needs and look after my interests. He is an effective communicator, good listener and adept at explaining current market conditions and the team plans to keep my accounts on track to meet my goals.

Michelle Campbell Michael Smith was so amazing with my parents. He has walked through step of what they needed to do and take care.

Oleg Chuprino Incredibly helpful staff. All the difficulties that arose with the opening of the account were resolved in a very short time. In other banks, they simply asked me to call the service line and there, after a bunch of verification, they began to solve my problem. Everything about this bank is different. If necessary, they themselves call whom they need, but they solve my problem right at the bank.

Javier Garcia Sara V was a pleasure to work with very quick and easy, will be only seeing her from now on

Antoinette Hoge Waterfront Advisors is a great company. Mike Shields and his associates answered all of our questions. They took us step by step to explain all the different types of investments and how they work. If you have any questions give them a call.