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

Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Beyond education savings, these plans can work for you - not just your kids.
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Family & Lifestyle
With persistent inflation and a resilient economy, the Fed's updated projections show two rate cuts next year.
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Markets & Investing
During the holidays, giving is often top of mind. Discover how to make it a lasting part of your future plans.
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Estate & Giving
Take action during an overwhelming time with this quick guide.
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Family & Lifestyle
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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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