Lisa Westmoreland Financial Advisor with Raymond James

Lisa Westmoreland Financial Advisor with Raymond James Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Lisa Westmoreland Financial Advisor with Raymond James, Financial Consultant, 445 North Boulevard, Suite 500, Baton Rouge, LA.

To help create an effective retirement income plan, you should know these six things about Social Security survivor bene...
05/27/2026

To help create an effective retirement income plan, you should know these six things about Social Security survivor benefits:

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The S&P 500's winning streak extended to eight weeks. Meanwhile, oil prices have fallen to a one-month low as markets we...
05/26/2026

The S&P 500's winning streak extended to eight weeks. Meanwhile, oil prices have fallen to a one-month low as markets weigh progress toward a potential US-Iran deal. CIO Larry Adam shares insight in today's Up & Adam.

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When building a tradition of giving, are some charitable vehicles too traditional? Explore the charitable choice between...
05/19/2026

When building a tradition of giving, are some charitable vehicles too traditional? Explore the charitable choice between private foundations and donor advised funds:

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Style and sustainability can go hand in hand. Explore how fashion rental services provide a cost-conscious way to enjoy ...
05/12/2026

Style and sustainability can go hand in hand. Explore how fashion rental services provide a cost-conscious way to enjoy new styles while reducing waste:

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Weigh the benefits and limitations of active and passive investment strategies, and understand why it's not an either-or...
05/05/2026

Weigh the benefits and limitations of active and passive investment strategies, and understand why it's not an either-or decision:

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Your digital life holds more than just passwords and should be an important part of your estate planning. Read more abou...
04/29/2026

Your digital life holds more than just passwords and should be an important part of your estate planning. Read more about how these digital pieces of your life can factor into your plans and where to start:

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The rules have changed for high earners making catch-up contributions to employer-sponsored retirement saving plans such...
04/28/2026

The rules have changed for high earners making catch-up contributions to employer-sponsored retirement saving plans such as a 401(k). Understand what it means for your savings goals:

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04/24/2026

Stay informed with our latest Market Views video, where Iris Wang, CFA, Vice President of Portfolio Management, discussions recent concerns in private credit stemming from AI disruption and the potential impact on investments.

04/22/2026

Earnings season will help set market direction. Chief Investment Officer Larry Adam explains three key things to watch with first quarter earnings season underway:

Marriage brings exciting new possibilities, and likely shared financial responsibilities. Consider these nine tips to wo...
04/21/2026

Marriage brings exciting new possibilities, and likely shared financial responsibilities. Consider these nine tips to work toward a strong financial future together:

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It's time to evaluate your business' online presence. These steps will help you grow your digital footprint and your bus...
04/14/2026

It's time to evaluate your business' online presence. These steps will help you grow your digital footprint and your business:

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445 North Boulevard, Suite 500
Baton Rouge, LA
70802

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