Raymond James & Associates - Vero Beach (FL)

J A Navia Harris is a highly competent professional. He has extensive knowledge and understanding of the tools available to properly advice his clients. He goes out of his way to assist his clients and team. He likes and enjoys his profession and is committed to assist his clients and staff achieve their goals.

Markus Jane Garry Mike Conway was very helpful with getting us life insurance as well as an IRA plan for our company. So knowledgeable and upfront about everything.

Gabriel Mercer Bryson Bard was the first conversation starter I ever met who helped me start thinking seriously about financial planning. Ill never forget grabbing coffee in a starbucks parking lot at 7am (before his first meeting of the day), just to get to know me. Really appreciate the approach and looking forward to how our relationship will grow +30 year from now.

Andrew Gibbons The staff at First Command in Pensacola are highly professional, experienced, and adaptive to your goals. Tory Sokul is willing to take the time to walk you through each step, making sure you fully understand the “why” behind your financial planning decisions. His dedication to providing you the tools to achieve your financial objectives are top notch. I highly encourage anyone (active duty, separated, retired, or otherwise) to reach out to First Command to learn about incorporating financial planning as early in your professional development as possible.

Mike Lehman Jay is not only my financial advisor, but he also works with my mother. Both she and I are extremely satisfied with his management of our portfolios.

Robert Taylor Extremely professional, and a joy to deal with

T. C. I was referred to Scott McKay by a colleague and I’ll be eternally grateful for the recommendation! Scott has uplifted me financially and spiritually. He researches and explains everything in a way I can understand. He checks in and always asks how life is going. He is so genuine, kind and giving. He truly wants everyone he works with to succeed and never be in a position that you no matter what happens in life, you will be financially strong. I’m thankful to be able to call him a financial advisor and a friend. Scott will always do right by you!

L c Absolutely wonderful experience with Mary. Super helpful, friendly and very knowledgeable. Very grateful for that. The last experience I had at another location wasn’t exactly the same. Great job.

Deanna Lynne Debra was recommended by our tax consultant. This is probably one of the best suggestions we could have ever received. She and her team are very smart, great at explaining things that are new to us, and very clearly care about our current and future investments.