Marline & Associates is a wealth management team operating under the umbrella of Raymond James, a major financial services firm. Their stated mission is to provide clients with the confidence to pursue their own unique definition of financial success through a long-term, disciplined approach to investing. The practice offers comprehensive services including financial planning, investment management, retirement planning, and estate planning, tailored to the individual needs of their clients. They are not a standalone broker-dealer but a team of financial advisors affiliated with and regulated through Raymond James & Associates, Inc.

Founded in

United States