MELBOURNE, FL – Steven T. Wilmarth, CEP®, WMS, Senior Vice President of Investments
and Managing Director celebrates his 20th anniversary with Raymond James.
Wilmarth began his career with Raymond James as a financial advisor. He went on to be Senior
Vice President and Managing Director at Wilmarth Private Wealth Management, serving families
across the country. Wilmarth states, “Our longevity and reputation within Raymond James and
amongst the families we have served over the decades, speaks to the trust we’ve earned in
helping build, preserve and effectively transfer wealth. In every case, the family story is
exceptional and unique. It is our privilege to be of service, providing sound guidance, and a
proven process with consistency and accountability as our standards”
“Steve’s wealth of experience and industry knowledge is an invaluable resource for the families
we serve,” says branch manager Brent Peoples. “We congratulate Steve on this milestone, and
look forward to many more years of continued service with Raymond James.”
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built
a national reputation for more than 50 years as a leader in financial planning for individuals,
corporations and municipalities, is a wholly owned subsidiary of Raymond James financial, Inc.
(NYSE-RJF), a leading diversified financial services company with approximately 7,500 financial
advisors in 3,000 locations throughout the United States, Canada and overseas. Total client
assets are $727 billion.
To contact Steve, visit www.WilmarthPWM.com or call 321-253-7911.