A personalized approach to managing wealth

LOOK FORWARD TO A BRIGHT FINANCIAL FUTURE.

Boggs Huffman Wealth Management of Raymond James carefully guides you through the complex financial landscape, building plans that aim to align with your specific retirement and legacy goals. Through a hands-on, client-focused approach that leverages our extensive experience and expertise, we’ll help you gain confidence in your financial future.

Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Business Planning

Estate, Charitable Giving & Trust

Financial Planning

Longevity Planning

Portfolio Management

Retirement Planning

Get to know Our Team

Aimee Boggs bio image.
Aimee L. Boggs, WMS, BFA
Senior Vice President, Investments
Dave Huffman bio image.
David M. Huffman, WMS
Senior Vice President, Investments
Cheryl Chambers bio image.
Cheryl L. Chambers
Senior Registered Sales Associate
Rob Ellis
Robert Ellis Jr, CRPC®
Complex Administrative Manager Financial Advisor
Amanda Austin
Amanda Austin
Registered Associate

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
What you do makes a difference, and you have to decide what kind of difference you want to make.
Jane Goodall

Information & insight

Five potential market-moving events to be mindful of

04/26/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

GDP, inflation, and the Fed: Keep calm and carry on

04/26/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy and Policy

The pledged-securities mortgage explained

Savvy investors can leverage their assets to secure a loan using a pledged-securities mortgage. 
Family & Lifestyle

IRS suspends missed RMD penalty for certain inherited IRAs

Some beneficiaries who inherited an IRA in 2020, 2021, 2022 or 2023 will not face withdrawal penalties until 2025.
Retirement & Longevity

Protecting your Social Security payout

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity

Alternative investments: Thinking beyond the traditional asset classes

Discover the reasons investors diversify their portfolio with alternative investments.
Markets & Investing
Background Rotating Sphere Pattern

The future at your fingertips

 

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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