The Advantage of a Team Approach

No single one of us is as smart as all of us combined.

The Melges Group of Raymond James

Financial markets today are complex and ever-changing. Gone are the days when investment professionals working on their own could effectively keep up with all the fast-paced dynamics of the financial landscape. As a result, many have joined together to share areas of expertise.

The Melges Group has been serving this community and its clients for nearly half a century. As financial professionals, our combined experience totals more than 82 years. Our team consists of three portfolio managers, a financial planner and two client service associates/relationship managers.
Working together, we benefit from one another's specialized knowledge and, as a result, are highly skilled at offering tailored strategies to the individuals, families and businesses we serve. We believe it is what allows us to do a better job for you – and all of our clients.