LFP Wellness Strategies and Consulting, a natural evolution of David’s experience in the business, wellness, and the event production space, operates under a simple ethos: Wellness is the next generation business asset TM Through a series of engaging wellness experiences, practices and strategies, LFP Consulting seeks to amplify team objectives and inspire forward-thinking business communities. David and a team of wellness experts lace individual and contemplative rituals with collective activities to access a renewed sense of intellectual, physical and creative bounty. Contact us to schedule a consultation and learn about virtual and in-person platforms to activate a culture of wellbeing, the next generation business asset TM.

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Facilitate opening of new financial accounts and servicing of existing accounts for clients. Create a welcoming and confidential environment for clients to confidently address their integrated financial and legal plans, present and future, for their family, estates and businesses. *Continuation of employment within the same office (since April 2015,) however, we changed the organization we were associated with.