Raymond James Financial Services - Dowling Park (FL)

CALEB WHITFIELD You can trust your finances with the Lowrys! A great company run by amazing people. They are based out of Gainesville, FL but work all over the U.S. This staff is smart and caring and youll find no better place to put your trust.

Jordan Eaves Working with Palm Wealth Partners has been an absolute pleasure from day one. Dom and his team have consistently gone above and beyond to deliver outstanding service that is not only fast and efficient, but also grounded in trust and professionalism. From our initial consultation, I was impressed by how quickly the team at Palm understood my financial goals and started crafting a personalized strategy tailored to my needs. Dom has an exceptional ability to explain complex financial matters in a clear and reassuring way, making the entire process smooth and stress-free. Its rare to find a wealth management team that’s this responsive, attentive, and genuinely invested in your success. Every interaction with Palm Wealth Partners has been marked by professionalism, timeliness, and a clear commitment to client satisfaction. Whether it was responding to questions, adjusting plans, or simply providing updates, the team was always ahead of the curve. Their efficient processes saved me time and gave me confidence that my financial future is in very capable hands. I look forward to continue working with them!

Tina Bishop Jessica was very professional and had a positive attitude. She was very courteous and thorough in helping me throughout the entire application process. I am very pleased with the overall outstanding customer service I was shown!

Stephanie Crosby HIGHLY recommend this firm and their “Ask an Advisor” service! I needed some support on managing my backdoor Roth IRA so I reached out to James. He was very helpful in answering a few of my major questions regarding how to, necessary tax forms, moving some money around. As a person who doesn’t have a lot of investments yet, this one-time service made it possible for me to hire a financial advisor to make sure I’m setting myself up for success. Thank you, James, for concisely and patiently answering my questions!

Calvin Knowlton Great personal service from Diane - very knowledgable !

Debra Hernandez Rosie at this location is absolutely amazing. She always has a smile and is so sweet. It’s always a quick in and out with her. Honestly, the 5 starts are for her

BIll Moffatt 18 months ago, SunTrust gave me an auto loan when others wouldnt. Yesterday, I closed on a real estate purchase through SunTrust. The entire home buying process was smooth and professional and we actually closed on the day we wanted to when we approached SunTrust 6 weeks ago about buying a home. On Monday, I plan to leave Wells Fargo who has handled my personal and business checking for 20+ years and open accounts at SunTrust, they have truly earned my business and I am very grateful!

Jackie Besson Great financial people!

Randy Poulos My wife and I having been working with Jon since 2009 after leaving IBM. Jon has managed both of our accounts. He has been very reliable and is always available to answer any questions we have had with providing bi-annual reviews to keep us update up-to-date on our portfolios and his services. Definitely would recommend Jon Ulin to help grow your retirement goals.