Financial Services

Discover Your Partner

The Advisors at Morris Nutt Financial are committed to doing what is best for our clients. That means a strong advisor-client relationship, supported by extensive resources and experienced professionals with expertise in a wide range of wealth management disciplines. We deliver customized solutions and personal service backed by an unwavering dedication to professional integrity.

To support our advisors in the wealth management process, Raymond James has created the Wealth Management Solutions department, a focused team of experienced professionals who specialize in issues affecting the firm’s largest clients. For those clients who are able to commit assets of $5 million or more to Raymond James, this team becomes an exclusive resource to you and your advisor in addressing complex wealth management issues, including but not limited to:

• Handling the impact of significant wealth events (sale of a family business, retirement with significant assets, an inheritance, etc.)
• Complex legacy planning and charitable giving design
• Dealing with large concentrations in a single security
• Developing customized portfolios incorporating sophisticated investment strategies
• Seeking maximum returns on large cash portfolios
• Tax minimization strategies
• Asset preservation strategies
• Exit strategies for business owners
• Use of trusts for estate planning

Please contact your Morris Nutt Financial advisor for more information about the sophisticated wealth management solutions available to you.