Our Relationship with Raymond James

We know that, as an investor, you’re focused on achieving your financial goals and building a beautiful future for you and your family. For our Millstone Evans Group clients, we are pleased to offer expert guidance around many aspects of financial planning. For clients considering working with us, we’d love the chance to show you how our guidance and support can help you.

Similarly, The Millstone Evans Group has chosen to call on the clearing and custodial services of Raymond James because we recognize the stability of Raymond James and their strong commitment to cybersecurity. Protecting your financial information is their first priority and they offer you a promise to reimburse you for losses in any of your Raymond James accounts due to unauthorized access to a Raymond James system that occurs through no fault of your own. See the details on page three of this document.

Raymond James also delivers the industry-leading support, technology and resources of a premier financial services company. There are clear distinctions between the two companies. If you have questions about Raymond James’ responsibilities versus ours toward our clients, please reach out to us for clarification.