Peninsula Private Wealth of Raymond James had the privilege of hosting an extraordinary speaker and event on the terrace of ORCHARD LAKE COUNTRY CLUB last Thursday: 'Football and Faith: Creating a Championship Mindset,' featuring Robby Emery, Director of Character Development for the University of Michigan Football team. Robby is currently in his ninth season with U of M Football, focusing on instilling values of integrity and teamwork in players and staff. He also served as a special advisor and executive assistant to former coach Jim Harbaugh, contributing significantly to the team's success. His stories and insights were numerous and entertaining, leaving a lasting impression on all who attended. Set against the beautiful backdrop of Orchard Lake, the event was a powerful reminder of the strength found in unity and the importance of mindset and character in achieving greatness. The evening was further enriched by Robby sharing the championship rings and taking questions from the audience. We extend our heartfelt thanks to everyone who attended and contributed to making this event so memorable.
Peninsula Private Wealth of Raymond James
Financial Services
Birmingham, Michigan 1,162 followers
A team approach to financial planning offering you a tailored roadmap for your financial journey
About us
We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investment solutions and deliver a comprehensive standard of service with every investment solution we present. 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 your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC
- Website
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https://www.raymondjames.com/peninsulawealth/
External link for Peninsula Private Wealth of Raymond James
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Birmingham, Michigan
- Type
- Partnership
Locations
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Primary
325 N Old Woodward Ave
Suite 320
Birmingham, Michigan 48009, US
Employees at Peninsula Private Wealth of Raymond James
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Scott G. Bennett, CFP®
Sr. Vice President, Wealth Management at Peninsula Wealth of Raymond James & Associates, Inc
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Austin Farah, CEPA®, CFP®
Financial Advisor
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John Schindler, CRPS
Founder, Managing Director, Private Wealth Advisor at Peninsula Private Wealth at Raymond James | Pre & Post Transaction Business Advisor |…
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Elizabeth Mabley
Marketing & Business Development Consultant
Updates
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We want to take a moment to acknowledge and congratulate Niki Zibisky on her one-year anniversary with Peninsula Private Wealth of Raymond James. Over the past year, Niki has consistently demonstrated her dedication and commitment to our team and clients. Her professionalism and attention to detail have significantly contributed to our success, and it's been a pleasure to work alongside her. Niki, thank you for your hard work and for being an essential part of our team. I'm looking forward to continuing our work together in the years to come.
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In the ever-evolving landscape of investment, staying informed and adapting to new strategies is crucial. Our latest Weekly Investment Strategy from Raymond James dives deep into the current market dynamics, offering valuable perspectives that can help guide your financial decisions. Whether you're managing a portfolio or simply looking to stay ahead of economic trends, this analysis provides the insights you need. #InvestmentStrategy #MarketInsights #WealthManagement #EconomicTrends
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Curious about how to maximize wealth transfer strategies while minimizing tax impact? Our latest webinar, featuring insights from Christian Allen, CFP®, dives deep into the intricacies of Grantor Retained Annuity Trusts (GRATs), breaking down how this powerful estate planning tool can work for you. Whether you're a seasoned advisor or simply looking to protect and grow your legacy, this session provides valuable insights to enhance your financial strategies. 📽️ Watch the full webinar now and discover how GRATs can be a game-changer in your wealth management toolkit. #WealthManagement #EstatePlanning #FinancialPlanning #GRATs #InvestmentStrategy #FinancialLiteracy
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This past Monday, we had the pleasure of welcoming Paul Shoukry, the new CEO of Raymond James, to Birmingham, MI. Paul met with the top producing advisors from the Metro Detroit market to discuss firm strategy and share his vision for the future. Peninsula Private Wealth of Raymond James's very own John Schindler, CRPS was present, engaging in insightful conversations about the direction and growth of our firm. We're looking forward to the great things ahead under Paul's leadership!
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Are you a business owner looking to diversify your investment portfolio? Dive into Peninsula Private Wealth of Raymond James's latest Business Owner Success Series webinar, where Scott G. Bennett, CFP® and Christian Allen, CFP® discuss the myriad of opportunities and considerations surrounding alternative investments. This session highlights strategies to maximize returns while managing risks, offering valuable perspectives for those eager to explore beyond traditional investment avenues. Don't miss out on these actionable insights designed to enhance your financial strategy. #BusinessOwners #AlternativeInvestments #InvestmentStrategy #FinancialPlanning #WealthManagement
Business Owner Success Series Part 2: Alternative Investments with Scott Bennett and Christian Allen
raymondjames.com
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In today's fast-paced and unpredictable business landscape, the importance of CEO succession planning cannot be overstated. Recent trends show a significant increase in the frequency of CEO transitions, driven by factors such as market volatility, technological advancements, and evolving stakeholder expectations. This insightful article from Associations Now delves into why organizations need to prioritize succession planning, highlighting the risks of being unprepared and offering actionable strategies to ensure a seamless leadership transition. Whether you're a board member, executive, or HR professional, understanding these dynamics is crucial for sustaining organizational stability and growth. #Leadership #SuccessionPlanning #BusinessStrategy #ExecutiveLeadership https://lnkd.in/gXiP-6Qy
Why CEO Succession Planning Matters More Now | Associations Now
associationsnow.com
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Are you keeping up with the latest developments in the bond market? This week's commentary from Raymond James delves into the current state of the bond market, exploring significant trends, potential risks, and emerging opportunities. Whether you're a seasoned investor or just starting, these insights are essential for making informed decisions in your bond investment strategy. Stay ahead of the curve with expert analysis and strategic guidance. #BondMarket #InvestmentStrategy #MarketInsights #FinancialPlanning #WealthManagement
Walking the tightrope
raymondjames.com
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Discover the latest trends in mega-cap tech stocks with Peninsula Private Wealth's insightful analysis. Explore why these giants continue to dominate and what it means for your investment strategy. Whether you're considering growth opportunities or portfolio diversification, this update offers valuable perspectives to help you stay informed in today's dynamic market. Don't miss out on this essential read! #TechStocks #InvestmentStrategy #FinancialAnalysis #PortfolioManagement #MarketInsights
Mega-cap tech stocks continue to lead the way
raymondjames.com
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Peninsula Private Wealth is proud to welcome Niki Zibisky to our team! With over a decade of experience in the financial services industry, Niki brings a wealth of knowledge and a passion for helping clients achieve their financial goals. Her background includes working with high-net-worth individuals and families, providing tailored financial strategies and exceptional client service. Niki's commitment to excellence and her deep understanding of the industry make her a valuable addition to our team. Join us in welcoming Niki to the Peninsula Private Wealth family! Read more about Niki and her impressive background here: https://lnkd.in/g_X-YhQ2 #TeamPPW #FinancialServices #ClientSuccess #WealthManagement
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