CHASE WEALTH MANAGEMENT, INC.
LAKELAND, FLORIDA

But most of all, we’re proud to provide our clients, friends and neighbors with experienced financial guidance to help them plan and pursue their goals of today and those of tomorrow. With decades of service to draw upon for insight, wisdom and guidance, and the vast resources of Raymond James at our disposal, we’re ready to help you with your financial needs, too – including personalized wealth management strategies, investment management, individual retirement planning and more. In 1962, Bob James set out to build a different kind of financial services firm – one that would focus on long-term planning instead of simply placing trades, one that would remain uncompromisingly moderate through market highs and lows, and one that would always put clients and the advisors who serve them first. And now, after more than 50 years of integrity, independence and innovation, Bob's different kind of firm is one of the leading independent financial services companies in the United States. : Raymond James is one of the few firms to remain stable and profitable through the economic downturn. : Raymond James and Morgan Keegan merge to form one of the country’s largest independent full-service wealth management and investment banking firms not headquartered on Wall Street. From humble beginnings, Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations. October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public. We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success. Your life will change over time. Your financial plan should, too. It’s a sensible approach to financial planning that you’ll find here at our firm – not a one-size-fits-all approach that requires you to fit your life to a plan rather than creating a plan fitted to you.