Our Purpose and Promise

“Our longevity and reputation within Raymond James and amongst the families we have served over the decades, speaks to the trust we’ve earned in helping build retirement plans, manage 401(k) plans, and transfer wealth with the tools Raymond James offers. In every case, the family story is exceptional and unique. It is our privilege to be of service, providing sound guidance, using a proven, customizable process with consistency and accountability as our standards. Retirement planning and wealth management is not done on the back of a napkin, but in thoughtful meetings with you at the center of every question we raise.” Raymond James Melbourne is Wilmarth Private Wealth Management.

Steven T. Wilmarth, CEP®, WMSSM
Senior Vice President, Wealth Managements
Managing Director
Wealth Management SpecialistSM

Cole T. Wilmarth, CFP®, AAMS™, WMSSM
Certified Financial Planner™
Wealth Management SpecialistSM
Senior Financial Planning Consultant


Steven Wimarth
Steven T. Wilmarth, CEP®, WMS™
Senior Vice President, Wealth Management Managing Director
Cole Wilmarth
Cole T. Wilmarth, CFP®, AAMS™, WMS™
Certified Financial Planner™Wealth Management Specialist™ Senior Financial Planning Consultant
Victoria Wilmarth
Victoria L. Wilmarth, CLTC®
Practice Business Manager
Claudia Hubbs
Claudia L. Hubbs
Senior Registered Client Service Associate
Diego Reyes
Diego A. Reyes
Registered Client Service Associate

Learn More About Our Team

The most difficult thing is the decision to act, the rest is merely tenacity.
Amelia Earhart

Information & insight

Inflation math inconsistent with economic math in Q1 2024

05/17/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Consumers are becoming more discerning

05/17/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Four ways to teach your kids about business

Set them up for professional – and personal – success. 
Business Ownership

Tax-advantaged accounts: A powerful addition to your financial plan

The benefits of tax-efficient wealth management.
Tax Planning

More retirees crossing state lines – here’s where they’re going

05/14/2024

Florida drew more retirees than any other state.
Retirement & Longevity

Don’t fear the language – understand it

05/13/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Protecting your business from the loss of a key contributor

Key person insurance can help you maintain business continuity.
Business Ownership

Five key takeaways from earnings season

05/10/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Is this the calm before the storm? Preparing for a busy data week

05/10/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Keep it in the family: succession planning for franchise owners

How a clear succession plan helps ensure generational continuity.
Business Ownership

Is a niche retirement community right for you?

Things to consider before joining a community of like-minded retirees.
Retirement & Longevity

Structured lending: A strategic tool for sophisticated individuals

Customization that serves the multifaceted needs of private wealth.
Markets & Investing
Background Rotating Sphere Pattern

Let's Start The Conversation

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 our office for information and availability.

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