Shane Weisman, Destry Witt, Ralph Miller, 401k, profit sharing, simple ira, pension, defined benefit, db plan, 403b, retirement plan, retirement plans, Raymond James financial advisor, Retirement planning, investment management, independent investment advisor, investment strategies, investment programs, risk management, investment products, Vancouver Washington, Portland Oregon


The east Vancouver office of Raymond James Financial Services started in 1992 when Destry Witt joined Robert Thomas Securities, then a subsidiary of Raymond James & Associates. At that time the firm concentrated in stock and bond trading for institutional accounts and wealthy individuals. With the addition of new staff in 1998, retirement planning became an additional focus. Today the firm specializes in retirement planning and investment management.

Working with small business clients from Alaska to southern California and Hawaii to Colorado to design and manage the investments of their 401K employee benefits, the firm emphasizes effective decision making skills and the client’s perspective before making recommendations. Being independent Financial Advisors affords us the ability to consider the investors unique planning and investment needs including how we are compensated. We literally have no preference as to whether we are paid in commission, fees based on assets under management or an hourly rate. What we do prefer is that our compensation be fair and preferable to our clients.
Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part II as well as the client agreement.Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. 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. © 2006 Raymond James Financial Services, Inc. member FINRA/SIPC.