Detailed planning is OUR CORE CAPABILITY

Services

Offering a wide range of investment services, Limestone City Wealth Management is committed to helping you achieve your financial goals. Specializing in financial planning, insurance, tax planning & investment planning, they work with clients to design financial plans and investment portfolios to meet their individual needs. Limestone City Wealth Management offers a comprehensive array of investment alternatives tailored to the needs of each individual investor. These alternatives include stocks, bonds, mutual funds/corporate class, segregated funds & Universal Life insurance. Whether you need retirement planning, taxation advice or insurance & estate planning, Limestone City Wealth Management will put you - and your needs - first.

Experience

Together the Limestone City Wealth Management team has 100 years experience in the Financial Services Industry. They have worked in various roles in the industry including; Branch Manager, Financial Advisor, Taxation Planner & Lender.

Education

The team is Securities Licensed, Insurance Licensed and have Financial Planning Designations.

Meet our Financial Team

Raymond James (USA) Ltd. All rights reserved. Raymond James (USA) Ltd. (RJLU) 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. This website may provide links to other Internet sites for the convenience of users. RJLU is not responsible for the availability or content of these external sites, nor does RJLU endorse, warrant or guarantee the products, services or information described or offered at these other Internet sites. Users cannot assume that the external sites will abide by the same Privacy Policy that RJLU adheres to. Investing in foreign securities involves risks, such as currency fluctuation, political risk, economic changes, and market risks.

Raymond James (USA) Ltd., member FINRA / SIPC.

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