Raymond James: Our dedicated partner

Our Custodian for Clearing and Custodial Services


As an investor, you’re focused on achieving your financial goals and preserving your family’s future. So we believe you’ve made the wise choice to work with Coquina Private Wealth Advisors because you value the importance of objective, professional advice.

Similarly, Coquina Private Wealth Advisors has chosen to call on the clearing and custodial services of Raymond James because we recognize the stability of Raymond James and the ability to help preserve your assets and accurately execute your investment transactions.

Raymond James delivers the industry-leading support, technology and resources of a premier financial services company, which allows Coquina Private Wealth Advisors to work closely with you to create custom strategies for your short- and long-term financial challenges.

ENDURING FOR GENERATIONS
The Castillo de San Marcos National Monument in St. Augustine, Florida, is a coquina structure that remains sturdy after 300 years.

Building Legacies one life at a time

Coquina Private Wealth Advisors

Coquina Private Wealth LLC (“Coquina”) is registered as an investment adviser with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Coquina in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Coquina, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.