Skip to content
Pando PartnersPando Partners
Theresa Benson
  • T: 407.648.4488
  • F: 407.648.5942
  • TF: 800.426.7449
  • Map & Directions
  • Map & Directions
  • T: 904.273.2426
  • F: 904.273.2676
  • TF: 877.279.3549
  • Map & Directions
  • Map & Directions
X
  • Home
  • Business Owners
  • Families
  • Services
    • Services
    • Financial Planning
    • Investment Management
    • Alternative Investments
    • Estate, Charitable Giving & Trust
    • Banking & Lending Solutions
    • Risk Management
  • About Pando
    • About Pando
    • Catherine Trinder Miller
    • Teri Benson
    • Christina Coen
    • Amelia Gallagher
    • Our Partners
    • About Raymond James
    • Why Work With A CEPA
  • Resources
    • Resources
    • Insights & Commentary
    • WorthWhile
    • Private Wealth
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Intergenerational Wealth Transfer
      • Intergenerational Wealth Transfer
      • Communication
      • Philanthropy
      • Taxes
      • Your team
    • Recommended Reading
    • Client Access Videos
  • Contact Us
    • Contact Us
    • Contact With Times
    • WorthWhile Subscription Request
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Orlando Office
    301 E Pine St Ste 1100 Orlando, FL 32801-2748 T: 407.648.4488 F: 407.648.5942 TF: 800.426.7449
    Map and Directions Map and Directions
  • Ponte Vedra Office
    814 A1A N Ste 100 Ponte Vedra Beach, FL 32082-3269 T: 904.273.2426 F: 904.273.2676 TF: 877.279.3549
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
    • Technology & Innovation
  • Topic
    • Business Owners
    • Housing
  • Media
    • Article
Start the conversation about quiet quitting
Why the quiet quitting narrative is an opportunity to reexamine your employees' engagement.
Business Ownership
SECURE Act 2.0 allows rollovers of 529 funds to Roth IRA
Effective in 2024, beneficiaries of 529 college savings accounts may transfer unused funds directly to a Roth IRA.
Family & Lifestyle
Read

A breadth of services to serve a variety of needs

Connect with us
  • Pando Partners Wealth Management of Raymond James
  • Orlando Office 301 E Pine St Ste 1100 Orlando, FL 32801-2748
  • T 407.648.4488
  • F 407.648.5942
  • TF 800.426.7449
  • Map & Directions
  • Map & Directions
  • Ponte Vedra Office 814 A1A N Ste 100 Ponte Vedra Beach, FL 32082-3269
  • T 904.273.2426
  • F 904.273.2676
  • TF 877.279.3549
  • Map & Directions
  • Map & Directions
envelope

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 our 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.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use