David Lum - Raymond James

HistoryWhen he was thirty, Craig D. Price joined his father Gary in the financial advisory business. Drawing on his father's 35 years of experience, Craig learned quickly how to navigate bull and bear markets for his clients. Beyond merely investing, Craig learned how to develop relationships of deep trust which put the clients' interests and needs first above all else. In 2008, Craig led their father-son partnership beyond its beginning form and created Price Wealth Management in Stuart, Florida. The addition of Wealth Management to their team name signified Craig's holistic approach to investing. This includes services such as financial and estate planning, and philanthropic giving. From 2009 onward, the group experienced rapid growth, and Craig expanded the capabilities of his group by adding additional, qualified, professional staff.SpecialtiesStuart, Florida's Price Wealth Management offers a team of Certified Financial Advisors and Certified Financial Planners who offer fee only (No commissions) investment services.

Raymond James is a global financial services firm that provides trusted advice and tailored sophisticated strategies for individuals and institutions. With a focus on understanding the unique complexities of each client's life, Raymond James advisors offer personalized financial planning and investment solutions backed by a team of specialists in various fields. The firm's commitment to working responsibly and sustainably is reflected in its corporate responsibility initiatives, ensuring that clients receive comprehensive financial guidance while also contributing to a more sustainable future. Generated from the website