Raymond James Financial Services

David Lucas - Raymond James is a well-respected independent financial services company located in San Jose, CA. With over 50 years of experience, they offer personalized investment services and guidance to help clients manage their wealth and achieve their financial goals. Their team of experts combines traditional investment solutions with more sophisticated alternatives to preserve capital and manage risk in today's global economy.

They provide unique solutions for business owners and entrepreneurs, help establish and oversee corporate retirement plans, offer a pragmatic approach to wealth management for families, nurture wealth for retirees, confidently manage sudden wealth, and understand the challenges women investors face. With proven expertise and a depth of resources, David Lucas - Raymond James is committed to helping clients make the most of each investment opportunity and achieve long-term success.

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