Raymond James – Robert A. Dienelt

Specialties

Having choices is important in investing. We believe investors’ plans should change as their lifestyles and needs do. Through Raymond James investors are offered an extensive array of investment alternatives and services.

Equities and Related Investments– Common and Preferred Stocks

Fixed Income Resources– Municipal Bonds, Taxable Bonds, Closed-​End Funds, Money Market Funds, Unit Investment Trusts

Insurance– Fixed and Variable Annuities, Life, Disability, and Long-​Term Care Insurance

Cash Management and Banking Services– Raymond James Bank Capital Access Account, Certificates of Deposit (CDs), Raymond James Visa Signature Credit Card

Investment and Advisory Services– Individual Financial Planning, College Planning, Estate Planning, Trust Services, Charitable Endowment Fund

Retirement Planning– Individual Retirement Accounts (IRAs). ROTH IRAs

Business Retirement Planning– 401(k), SIMPLE IRAs, SEP IRAs

Managed Accounts– Asset Management Services, Raymond James Consulting Services, Freedom, Passport,& AmbassadorInvestment Accounts