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Wealth Management Portal

The Wealth Management Portal (WMP) is your roadmap to staying on track and taking control of your finances.  The WMP lets you organize your finances, so you know your complete financial picture at any moment.  Being able to see everything-from bank accounts to credit cards to investments-all in one place saves time and reduces stress when major life events occur.

Ready to get started?  Click here to explore the wealth management portal and connect with Annie to discuss your results.

623 17th Street, Vero Beach, FL, 32960

Phone: 772-567-6060

Melbourne Office (by appointment only): 1900 S. Harbor City Blvd. Ste 330, Melbourne FL. 32901

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as  Advisor Annie Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Advisor Annie is separately owned and operated and not independently registered as a broker-dealer or investment advisor.

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. https://www.raymondjames.com/privacy-security-and-account-protection/privacy-notice

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Links are being provided for informational purposes only.  Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors.  Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

eMoney is an independent organization and is not affiliated with Raymond James.

Raymond James does not provide legal services.  Please discuss these matters with the appropriate professional.

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