Steve is the Managing Director of Raymond James.
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.
Steve’s team helps families by focusing on five core strategies: wealth preservation, cash flow maximization, tax efficiency, legacy planning and philanthropy. The team assists businesses with a range of needs including banking, business transition planning and capital markets
In this episode of the podcast we discuss numerous topics but most of them centered around investing and wealth management.
In this episode we talk about:-
- Black swan events
- Taxation and investments
- Influcing and making an impact online
- Podcasting and creating content
- Capital gains tax
- And much more...
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