Waters Wealth Management of Raymond James is a financial advisory practice based in Saint Petersburg, Florida. Guided by disciplined planning, attentive insight and analytical capabilities, the team works with clients to develop personalized financial plans that reflect their goals, time frames and tolerance for risk. Rather than relying on off-the-shelf investment programs, the practice aims to provide tailored advice, support and guidance throughout each client’s financial journey.

The firm serves business owners, corporate executives, families and individuals, healthcare professionals, retirees and women investors. Its services include investment solutions, portfolio management, retirement and longevity planning, education planning, risk management, sustainable investing, and fixed income services. Additional offerings include business planning, corporate retirement plan consulting, estate, charitable giving and trust planning, alternative investments, banking and lending solutions, and investment banking.

The practice’s team includes financial advisors and client service professionals, supported by partners with expertise in areas such as financial planning, investment analysis and fiduciary advising.