Guaranty Wealth Advisory

Team photo, back left to right: Ike Trotter – Financial Advisor, RJFS (Financial Services), Clayton Smith – Managing Director / Portfolio Manager (Private Wealth), Walker Suddath – Financial Advisor, RJFS (Financial Services) Front row, left to right: Schyler Cannatella – Financial Advisor, RJFS (Financial Services), Amy Wheeler – Compliance & Operations Manager (Private Wealth), Alison Martello – Executive Assistant & Business Development Coord. (Private Wealth)

Guaranty Wealth Advisory offers a team approach to Wealth Management Services that is customized to fit your unique needs and financial situation. We seek to have long-standing relationships that span generations and strive to understand each client’s history, values and sensitive business or family issues that could affect financial goals and plans.

Whether you are seeking the services of a traditional brokerage relationship or you prefer an advisory relationship within a managed account, Guaranty Wealth Advisory can provide you with resources to help with your investment needs.  We are here to work with you to plan and prepare at each step along the way.

We take protecting your data and privacy very seriously.  As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggest the following link as an extra measure to safeguard your data:  Do not sell my personal information.

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, and are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal.

Guaranty Financial Services is a subsidiary of Guaranty Investment Corp., which is a wholly owned subsidiary of Guaranty Bank and Trust Company.  Guaranty Financial Services, Guaranty Private Wealth, Guaranty Wealth Advisory and Guaranty Bank & Trust are not registered broker/dealers and are independent of Raymond James Financial Services.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

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 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.

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Raymond James Corporate Privacy Notice