Skip Navigation Documents in Portable Document Format (.PDF) require Adobe Acrobat Reader 5.0 or higher to view. Download it now.

A future envisioned by you, guided by us.


At Tri Counties Bank Wealth Management Group, we will work with you to create wealth management solutions with your specific goals in mind. Your advisor will collaborate with you to discover your unique goals and develop a personalized strategy focusing on the things that matter most to you, including:

  • Defining Your Estate Goals

  • Creating Your Legacy

  • Pursuing Your Dreams

  • Protecting Your Family

  • Managing Your Investments

  • Coordinating Your Executive Benefits

  • Developing a Business Succession Plan

  • Planning Your Retirement

  • Education Considerations

  • Life Transition Planning


Wealth & Investment Management

Charitable Giving

Retirement Income Planning

Estate and Legacy Planning

Tax Planning

Long-Term Care Needs Analysis



Jeff Carter

Jeff Carter
Vice President, Tri Counties Bank Wealth Management Group
Private Client Advisor, RJFS Inc.
3700 Douglas Blvd.
Roseville, CA 95661
Office: (916) 984-2396
Jeff.Carter@RaymondJames.com

 


Start planning your financial future today. Call (916) 984-2396 to get started. 

**Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC , and are:

  • Not deposits or obligations of the bank
  • Not insured by FDIC or any other government agency
  • Not guaranteed by the bank
  • Subject to risk , including the loss of principal

Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Tri Counties Bank (TCB) and Tri Counties Advisors are not registered broker-dealers and are independent of Raymond James Financial Services.

Office of Supervisory Jurisdiction:
3700 Douglas Blvd.
Roseville, CA 95661

Raymond James privacy policy

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.

Contact us today to get started.

Call (916) 984-2396 or fill out this form and we will contact you at a time that’s most convenient for you.

 
Investment Services provided by Raymond James Financial Services, Inc.®
 
 
back to Top