Overview

Adler, Levy, Jee & Lubin Wealth Management of Raymond James began in 1987 as a partnership between Steve Adler and Mark Levy. Our team has grown considerably since then, as have our capabilities for serving them. Our team has a deep bench of complementary expertise with specialization in retirement planning and investment management, as well as a strong network of professionals including accountants and estate attorneys, and access to lending solutions. With an average tenure of almost 30 years in wealth management, we combine our talents with a holistic approach to developing strategies where each plan is unique, and our clients benefit from our ability to anticipate and meet their complex needs. Our clients have trusted us to manage, preserve and transfer their wealth and we are proud that they refer us to their friends and family. Our team’s longevity and success demonstrate the values and loyalty we bring to each client relationship. Compliance Disclosure: 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 of 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. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., member New York Stock Exchange/SIPC