Wealth Mgmt

Raymond James Wealth Management: Providing Trust and Investment Services for Families and Individuals

Do you trust your financial plan? Are you comfortable calling your current financial advisor with questions or concerns? The Raymond James Wealth Advisors at Tallahassee-Leon FCU are ready to help you create a life well planned!

Our Wealth Advisors have more than 60 years of experience helping others plan their financial future, and we understand there is no substitute for trust.



Your Raymond James Team


Bob Alft
Wealth Advisor
Email Bob Alft
FINRA BrokerCheck

bob b

Bob Beargie
Wealth Advisor
Email Bob Beargie
FINRA BrokerCheck


Marci Simmons
Wealth Advisor
Email Marci Watters
FINRA BrokerCheck


Lindsey Elmore
Sales Associate
Email Lindsey Elmore

To speak to someone with Raymond James Investment Services at Tallahassee-Leon FCU, please dial our main line 850-576-8134 - ext 3157 or direct at 850-701-3157.

About Raymond James
Raymond James Financial (NYSE-RJF) is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies. Its three principal wholly owned broker/dealers, Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd., have more than 6,200 financial advisors serving 2.5 million accounts in 2,500 locations throughout the United States, Canada and overseas. In addition, total client assets are approximately $485 billion, of which approximately 13.6% percent are managed by the firm‘s asset management subsidiaries.*

Ranked #1 by SmartMoney
In May 2011, for the third consecutive year, Raymond James clinched first place among full-service brokers in theSmartMoney Annual Broker Survey, receiving top ratings for customer satisfaction and recommended stock performance. SmartMoney does not endorse any product or service for Raymond James. Past performance may not be indicative of future results.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are: Not Deposits; Not insured by NCUA or any other governmental agency; Not guaranteed by Tallahassee-Leon Federal Credit Union; Subject to risk, may lose value. Tallahassee-Leon Federal Credit Union is independent of Raymond James Financial Services, Inc.
* RJF stats as of 08/30/2014
Raymond James Privacy Policy

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.