PALMER PLANELLS WEALTH GROUP, LLC
WINTER PARK, FLORIDA

PALMER PLANELLS WEALTH GROUP, LLC is a distinguished member of FINRA/SIPC. The firm operates under the esteemed principles established by Raymond James Financial Advisors, ensuring they conduct business with clients in jurisdictions where they are properly registered. Their services may be subject to variations based on local securities and tax regulations for investors outside the United States. Founded initially as part of Rayonam James Financial Services & Co., PALMER PLANELLS WEALTH GROUP, LLC embraces a legacy of long-term planning, market moderation, and client-first philosophy. These pillars were set forth by Bob James over half a century ago and continue to drive the firm's operations today. The company, established in Florida with incorporation dated June 29, 2016, maintains its primary mailing address at 601 N New York Ave, Suite 102, WINTER PARK, FL. As a multifaceted entity recognized for maintaining stability through various economic challenges, it highlights its dedication to client service and innovative financial solutions. With its headquarters in Florida and compliance filings registered under the number L16000125774, PALMER PLANELLS continues its tradition of accessible, client-oriented financial expertise. Led by Authorized Members Jaime Planells and Julie P. Planells, the firm is positioned as a prominent independent wealth management entity. Their commitment to fostering personal relationships with clients via experienced and caring financial professionals underscores their value proposition in guiding individuals through various stages of life's journey. For more information about PALMER PLANELLS WEALTH GROUP, LLC, including service offerings and availability, please visit their website at palmerplanellswealthgroup.com. Their most recent annual report was filed on January 29, 2024.