Our Story
Your Team: Judith Bamberger, Ramzi Baklouti, D. Crystal Alford-Cooper, Kevin Iler and Janice L. Henderson
Founded by Sally Law in 1980, Law & Associates Wealth Management and Planning has forged a reputation of helping clients make forward-thinking financial decisions through customized planning strategies and a commitment to exceptional care. Today, Sally’s legacy is an inherent part of our planning approach and client commitment – thoughtfully delivering leadership, a forward-thinking vision and, at every opportunity, consistently exceeding expectations and making a difference in the lives of our clients. Through our team’s collective expertise, we provide personalized retirement, education planning, divorce planning, wealth management and estate planning solutions precisely tailored to meet your needs.
Most importantly, we understand that everyone’s financial journey is very different and each client we serve has unique dreams and aspirations. To help make their vision a reality means truly partnering with our clients to provide the comprehensive care, tools and planning experience required to help assure financial security. It starts with carefully listening to our client’s goals, helping them make the important choices and making their priorities our very own. That’s where we really shine and carry forth Sally’s vision. Making a difference every day, so that our clients can be confident that their dreams are on a path to becoming a reality.
Law & Associates is an independent branch of Raymond James, one of the most respected financial institutions in the nation. Raymond James offers trusted and innovative products and services backed by years of financial expertise and leadership. As clients of Law & Associates, you’ll receive personalized care and the utmost attention of a boutique firm with the vast benefits that Raymond James has to offer.
Our Mission
To partner with our clients, helping them to achieve financial wellness and their vision of tomorrow.
Our Values
Knowledge & Understanding
Success starts with carefully listening and having a clear understanding of our client’s unique needs and goals.
Care
Above all else, we care and place our client’s interest first at every opportunity.
Integrity
Regardless of situation or circumstance, we demonstrate honesty, respect and integrity at all times.
Teamwork
Partnership, collaboration and teamwork yields better results.
About Raymond James
Founded in 1962 and a public company since 1983, Raymond James & Associates, Inc. is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. Its stock is traded on the New York Stock Exchange (RJF).
Through its three broker/dealer subsidiaries, Raymond James Financial Services, Inc. has more than 8,700 financial advisors with approximately $1.26 trillion in client assets (as of 3/31/2022). The company has been recognized nationally for its community support and corporate philanthropy and ranked as one of the best in the country in customer service, as a great place to work, and a national leader in support of the arts.