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WEALTHADVISORYSERVICESAUSTIN.COM

Wealth Advisory Services through the Austin branch of Raymond James

Simply put, wealth management is the coordination of your investment, tax and estate plans into a comprehensive strategy to attain your personal goals. But there is nothing simple about it, and it takes a team of professionals to do it right.

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RAYMOND JAMES FINANCIAL, INC.

DON RUA

880 CAR●●●●●●●PARKWAY

ST. P●●●●●SBURG , FL, 33716

US

1.72●●●●5423
1.72●●●●8927
WE●●●●●●●●●@RAYMONDJAMES.COM

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RAYMOND JAMES FINANCIAL, INC.

DON RUA

880 CAR●●●●●●●PARKWAY

ST. P●●●●●SBURG , FL, 33716

US

1.72●●●●5423
1.72●●●●8927
WE●●●●●●●●●@RAYMONDJAMES.COM

View this contact

RAYMOND JAMES FINANCIAL, INC.

DON RUA

880 CAR●●●●●●●PARKWAY

ST. P●●●●●SBURG , FL, 33716

US

1.72●●●●5423
1.72●●●●8927
WE●●●●●●●●●@RAYMONDJAMES.COM

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Wealth Advisory Services through the Austin branch of Raymond James | wealthadvisoryservicesaustin.com Reviews
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Simply put, wealth management is the coordination of your investment, tax and estate plans into a comprehensive strategy to attain your personal goals. But there is nothing simple about it, and it takes a team of professionals to do it right.
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1 Wealth Advisory Services
2 Raymond James and Associates
3 Austin
4 TX
5 Texas
6 78701
7 F. Walter Penn
8 Walter Penn
9 Walt Penn
10 Jenny Miller
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Wealth Advisory Services through the Austin branch of Raymond James | wealthadvisoryservicesaustin.com Reviews

https://wealthadvisoryservicesaustin.com

Simply put, wealth management is the coordination of your investment, tax and estate plans into a comprehensive strategy to attain your personal goals. But there is nothing simple about it, and it takes a team of professionals to do it right.

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wealthadvisoryservicesaustin.com wealthadvisoryservicesaustin.com
1

Wealth Advisory Services of Raymond James | Corporate Overview | Jenny Miller

http://www.wealthadvisoryservicesaustin.com/jenny_miller.htm

Beaumont S. Boyce, Jr. Senior Vice President, Investments. Jenny has more than 21 years of experience in financial services and asset management. She is a Wealth Management Specialist and holds a Bachelor of Business Administration in business management from the University of Texas at Austin. Jenny also serves on the Board of Directors of KLRU-TV, PBS Austin, is a founding member of KLRU-Next and member of the Girlfriends Power Circle of Girlstart. 221 West 6th Street, Suite 1210. Austin, TX 78701.

2

Wealth Advisory Services of Raymond James | Corporate Overview | Walter Penn

http://www.wealthadvisoryservicesaustin.com/walter_penn.htm

Beaumont S. Boyce, Jr. Senior Vice President, Investments. In 2005 Walt Penn established Wealth Advisory Services of Raymond James, along with his partner Jenny Miller, to combine the full scope of his 29 years of experience in investments and asset management with the comprehensive resources of Raymond James. His goal was, and continues to be, to serve the unique and often challenging needs of wealthy individuals and families. 221 West 6th Street, Suite 1210. Austin, TX 78701.

3

Wealth Advisory Services of Raymond James | Corporate Overview

http://www.wealthadvisoryservicesaustin.com/corporate_overview.htm

Beaumont S. Boyce, Jr. At Wealth Advisory Services, our mission is to meet the comprehensive wealth management needs of uniquely successful individuals and families by employing the full resources of a large, multinational financial services firm and utilizing independence and objectivity to meet each client’s objectives. How We Work Makes Us Distinct. When Raymond James was founded in 1962, it focused on financial planning for the individual. This novel approach was one in which financial advisors b...

4

Wealth Advisory Services of Raymond James | Our Services | How It Works

http://www.wealthadvisoryservicesaustin.com/how_itworks.htm

Beaumont S. Boyce, Jr. Challenges for Affluent Clients. You and your family face a number of challenges, and you're looking for sound investment advice from advisors you feel you can trust. Rather than prepackaged products, you need access to quality investment solutions founded on your unique situation. And you need help in developing a coordinated financial plan that seeks to address your total wealth picture and changing needs over time. Acquiring a clear picture of your objectives, risk tolerance, in...

5

Wealth Advisory Services of Raymond James | Resource Center | Research

http://www.wealthadvisoryservicesaustin.com/links_of_interest.htm

Beaumont S. Boyce, Jr. Interactive Financial Planning Timeline. Raymond James Quick Stock Quote. Greenlights for Nonprofit Success. KLRU-TV, Austin PBS. Paramount Theatre and State Theatre Company. 221 West 6th Street, Suite 1210. Austin, TX 78701. Raymond James and Associates, Inc., member New York Stock Exchange.

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Texas Smoke 'Em BBQ Team

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Thanks to everyone who came out to support the Texas Smoke 'Em BBQ Team. Because of you we placed 3rd in Fundraising! Five levels of corporate sponsorship are available! Contributions may be made through our Paypal account or given to any of the Texas Smoke 'Em Team Members. Paypal account: smokem.texas@gmail.com.

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Wealth Advisory Services through the Austin branch of Raymond James

When properly managed, wealth has the potential to provide successful families with a distinctive sense of security and a nearly unlimited realm of opportunities from meeting the needs of today to planning for college and a comfortable retirement. But for many, the everyday demands of life and work make managing wealth's inherent complexities, such as the coordination of investments, financial planning, and tax, trust and estate planning, a daunting challenge. 221 West 6th Street, Suite 1210.

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