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ADVISOR RELATIONSHIP & TRUST

Protecting continuity, communication, and client agency.

NAVIGATOR 23 | I Haven't Heard From My Advisor In A Long Time - What Should I Do?

NAVIGATOR 23 | I Haven't Heard From My Advisor In A Long Time - What Should I Do?

NAVIGATOR 23 | I Haven't Heard From My Advisor In A Long Time - What Should I Do?

A clear, calm guide to regaining clarity, communication, and confidence in your advisory relationship. IT'S NOT A GOOD FEELING At first, it didn’t register. Life was busy. Markets were calm. There was nothing urgent to discuss. Then months passed. No check-in. No proactive note. No reminder that someone was watching the plan. When headlines grew louder, the silence felt heavier. You didn’t want to overreact. You didn’t want to be “that client.” But you also didn’t want to be

ADVISOR RELATIONSHIP & TRUST

Gentian Financial

3 min read

NAVIGATOR 22 | My Advisor Is Leaving, Retiring or Selling - What Should I Do?

NAVIGATOR 22 | My Advisor Is Leaving, Retiring or Selling - What Should I Do?

NAVIGATOR 22 | My Advisor Is Leaving, Retiring or Selling - What Should I Do?

A steady guide to protecting your plan, your trust, and your peace of mind during an advisor transition. IF IT HAPPENS TO YOU: You didn’t choose your advisor casually. You built trust over years — maybe decades. They knew your story, your family, your fears, your priorities. They remembered the details you didn’t want to repeat. So when the news came — retirement, sale, transition — it landed heavier than expected. You were told “nothing will change.” You were introduced to “

ADVISOR RELATIONSHIP & TRUST

Gentian Financial

3 min read

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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 to external content or websites, if provided, are for informational 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.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Gentian Financial, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Gentian Financial, Inc. Gentian Financial, Inc. is registered as an investment adviser and is independent of Raymond James. Gentian Financial, Inc.is separately owned and operated and not independently registered as a broker-dealer. Raymond James Privacy Policy , Raymond James Legal Disclosures (including Form CRS)

Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 7,669 individual advisors and their firms and include qualitative and quantitative criteria, and 1,200 won. Time period upon which the rating is based is from 09/30/2023 to 09/30/2024 and was released on 03/10/2025. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Compensation provided for using the rating. Barron's is not affiliated with Raymond James.

The 2026 Forbes ranking of America's Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.

The Forbes Best-in-State Wealth Advisors 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.

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