Welcome

Welcome to the Colson Group Private Wealth Services of Raymond James Ltd. We offer personalized wealth management services to individuals and families who want wealth planning guidance through all the many stages of life.

Wealth means different things to different people. We work with clients to understand their goals, financial responsibilities, and dreams for their future. Most people value the freedom and choices that wealth affords them.

We call our integrative approach Dynamic Wealth OptimizationTM and it consists of three main elements:

  1. Our MISSION is to help you optimize your wealth.
  2. Our MAP is a guide to detect threats and opportunities.
  3. Our METHODOLOGY is a roadmap to make prudent decisions and to achieve your objectives.

Wealth Optimization is an ongoing process that seeks to achieve three specific objectives: to ENHANCE, PROTECT and SUSTAIN your wealth.

De A. Colson, BA (Econ), MBA, PFP®, EPCTM, CEA®, Life Insurance Agent
Senior Wealth Advisor

De Colson has over 30 years of financial industry experience that began in working closely with pension funds managers and investment counselors.

De’s guiding principles and value system differentiate her practice. Experience, diligence, good listening skills and empathy drive the goal of optimizing client wealth and reducing complexity through a clear and dynamic process.

In addition to being a Financial Advisor, De also holds the designations of Personal Financial Planner (PFP®), Elder Planning Counselor (EPC™), Certified Executor Advisor (CEA®) and Life Insurance Agent.

Jonathan Humphrey, CFP®
Associate Wealth Advisor

Jonathan Humphrey is an Associate Wealth Advisor and holds the Certified Financial Planner (CFP®) designation. He plays an integral role in of the delivery of both investment management and financial planning for our clients.

Learn more about us

Experience to lead the way

Our combined years in the financial services industry provide you with a seasoned team and a level of knowledge necessary to help you pursue your financial goals and objectives.

EXPERTISE KNOWLEDGEABLY APPLIED

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

RESOURCES VITAL TO SUCCESS

There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.

COMMITMENT WORTH MENTIONING

Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in North America.

De A. Colson, BA (Econ), MBA, PFP®
Senior Wealth Advisor Private Client Group
Jonathan Humphrey, CFP®
Wealth Advisor

Raymond James Ltd.

Our History

06/10/2018
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Our Accolades

06/07/2018
Helping you manage your financial success
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Life Well Planned

06/06/2018
Helping you establish and oversee a variety of plans
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About Raymond James

06/05/2018
Trusted and comprehensive guidance to support your needs and corp...
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Investment Strategy

06/04/2018
Trusted and comprehensive guidance to support your needs and corp...
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