We're occasionally asked about the relationship between Raymond James Financial Services, Inc. and Uhler and Vertich Financial Planners, LLC.  Here's a simple explanation:

Since October of 1990, our office has utilized Raymond James Financial Services as our broker/dealer.

Raymond James Financial Services  holds our clients' investment accounts and provides certain research, trading, compliance, technological and reporting services for us and our clients.   For this, we share with them a portion of the fee which our clients pay us.


Raymond James Financial Home Offices, St, Petersburg, Florida 

The financial strength and research capabilities of Raymond James, combined with their forward-thinking and client-centered philosophy, complement our highly personalized service.  The parent company, Raymond James Financial, is publicly traded, listed on the New York Stock Exchange under the symbol RJF.
In July of 2002, Tom Uhler and Corey Vertich, realizing that their goals were similar, and their skills complementary, merged their separate financial planning practices into Uhler and Vertich Financial Planners, LLC.

With our experienced, caring and competent team of six, we can assist families in becoming and remaining financially independent so that they may spend their lives doing what they love.


Uhler and Vertich Financial Planners Office, Fort Myers, Florida

Uhler and Vertich Financial Planners provides the client contact, personal planning and investment guidance; Raymond James Financial Services provides the back office support.

We think it's a great arrangement - to the benefit of our clients!

Securities offered through: Raymond James Financial Services, Inc., Member FINRA/SIPC.
Raymond James financial advisors may only conduct business with residents of the states 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 your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James and Uhler and Vertich Financial Planners are not affiliated with and do not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James and Uhler and Vertich Financial Planners are not responsible for the content of any website or the collection or use of information regarding any website''s users and/or members.

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