Solid guidance Focused on your financial well-being

When choosing someone to entrust with your financial well-being, it’s important to select a guide focused on what will work for your life.

At Southworth & Wilson, we take a personalized approach to financial planning that considers all areas where your money and your life intersect.

Our experienced team will review every fine detail, offering an uncompromising level of service to help you pursue goals for yourself, your family and your retirement.

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A road map for your future

You’ve worked hard and saved well, and we’re here to help you make the most of what you have by creating a plan for all aspects of your finances – with no tolerance for loose ends.

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Financial Planning

Risk Management

Retirement Planning

Portfolio Management

Get to know Our Team

Wendy Wilson
Wendy Wilson, WMS
President, Southworth & Wilson Registered Principal, RJFS
Melissa Parkins
Melissa Parkins, CFP®
Financial Advisor Registered Representative
Julia McCullough
Julia McCullough, WMS
Financial Advisor Registered Representative
Marlinda Hedrick
Marlinda Hedrick
RESIDENT PRODUCER, SOUTHWORTH & WILSON, INC. Client Service Manager

An orderly Process

As our time-tested process naturally unfolds, we begin building a deep understanding of your situation and objectives, meeting you exactly where you’re at.

Insightful Resources

Knowledge is power, so we provide you with informative articles, market commentary and more to help you move forward with confidence.

Guidance for life

From saving for retirement to living in retirement, we will be by your side. We offer a variety of services designed to address your individual needs.

The opportunity to help even one person reminds me that this is what we’re here for.
Harry Connick Jr.

Information & insight

The 2024 Election is (mostly) over - what can we expect going forward?

11/06/2024

Raymond James CIO Larry Adam looks at how the election results may impact the economy and financial markets.

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Markets & Investing

The three ingredients of a purposeful retirement

What’s the secret to a purposeful retirement? That’s for you to discover, starting with these three elements of living well.
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Retirement & Longevity

Important financial considerations for single parents

Build an action plan to protect yourself and your loved ones.
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Family & Lifestyle

How active and passive funds work differently

Explore how these two investment types compare.
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Markets & Investing

Infographic: Navigating Medicare

Review this roadmap to help you navigate through the Medicare enrollment process.
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Retirement & Longevity

Taking a long-term view

11/04/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
Background Rotating Sphere Pattern

We’re here to help you plan for your FINANCIAL WELL-BEING

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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Southworth & Wilson is not a registered broker/dealer and is independent of Raymond James Financial Services.

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