Sophisticated Wealth Management To Serve Your Individual Needs

Welcome to Cathedral

The Cathedral branch of Raymond James Ltd. is a team of leading financial advisors who are known for making a difference in their clients’ lives. We recognize each investor has their own unique goals and objectives, and we have a diverse and specialized team of wealth management professionals to provide personalized financial solutions. In combination with an experienced management team supportive of an independent business model, more and more clients and financial advisors are calling Cathedral home.

Total Wealth Solutions wheel 

Are You Retirement Ready?

Your success in retirement depends on the planning you do today. No matter what stage you are at now, we have the Total Wealth Solutions to help you achieve your financial goals and build your legacy.

Jock Ross
Jock Ross
Senior Branch Manager
Edsel Rizarri
Edsel Rizarri
Branch Compliance Supervisor
Jennifer Gibson
Jennifer Gibson
Senior Branch Administrator
Jillian Orme
Jillian Orme
Assistant Branch Administrator

Dynamic thinking makes a difference

We consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

Who We Work With

father and daughter on a beach

Individuals & Families

Build, protect and transfer your wealth knowing you are in the hands of experienced financial advisors. From wealth management, transfer and estate planning, turn to us for your comprehensive financial planning.

empty chairs in boardroom

BUSINESSES & CORPORATIONS

Specializing in the intricacies of business ownership at every stage, we collaborate with you to ensure your business flourishes while protecting it’s assets and people.

professional business woman

PROFESSIONALS

Explore a strategic method for managing your wealth, featuring robust Financial Planning and management with personalized, cost-effective solutions tailored specifically to your needs.

Insights & Articles

Watch our latest Client Insights webinar.
Retirement & Estate Planning
Tariffs continue to cloud an otherwise good outlook.
Markets & Investing
Fast Takes on Market Trends
Markets & Investing
A trust is a legal structure often used to provide someone with the benefit of an inheritance without giving them control over the inherited assets.
Retirement & Estate Planning
Is there a downside?
Tax Planning
Navigating the unfolding trade war.
Markets & Investing
Considering giving up your US citizenship or Green Card?
Tax Planning
If you’ve ever wondered, “How can I safeguard my data from cyber threats?”—read on to learn more!
Life Events, Lifestyle & Technology
Explore our tax cards.
Tax Planning
Watch our latest Client Insights webinar.
Markets & Investing
Our 2024 Recap and 2025 Outlook.
Markets & Investing
Individuals who have worked and contributed into social security in both Canada and the U.S. can generally collect retirement benefits from both countries.
Retirement & Estate Planning
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham