Skip to content

Quill Private Wealth

Quill Private WealthQuill Private Wealth
  • Home
  • Our Team
    • Our Team
    • Pat Faulkner
    • Dan Carlile
    • Matthew J. Buckley
    • Chad Kozoyed
    • Barbara Spady
    • Melissa Fletcher
    • Daniel Kita
    • Vickie Garner
    • Jack DeVore
    • Kelly M. Nachman
    • Leslie Conway
    • What Makes Us Different
    • About Raymond James
  • Our Services
    • Our Services
    • Our Process
    • Alternative Investments
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Investment Banking
    • Investment Management
    • Investment Strategies
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
  • Our Clients
    • Our Clients
    • Business Owners
    • Retirees
    • Corporate Executives
    • Families & Individuals
    • Pre-Retirees
  • Resources
    • Resources
    • Commentary and Insights
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
    • Client Access Videos
    • WorthWhile
  • Contact Us
    • Contact Us
    • Refer Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Quill Private Wealth
    4135 Ironbound Road Williamsburg, VA 23188 T: +1.757.585.2380 F: +1.757.206.1618
    Map and Directions Map and Directions
  • 800 E Canal Street Suite 700 Richmond, VA 23219 T: +1.804.939.6521 F: +1.804.477.6002
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Business Owners
    • Economy
    • Education
    • Fixed Income
    • Goal Planning
    • Housing
    • Investment Strategy
    • Longevity Planning
    • Retirement Planning
    • Women
  • Media
    • Article
    • Audio
    • Calculator
    • Checklist
    • Commentary
    • Document
    • Infographic
    • Newsletter
    • Video
    • Webinar
Updated S&P 500 target: three key drivers
5/20/2026
Raymond James Chief Investment Officer Larry Adam discusses the key drivers behind the updated year-end S&P 500 target.
Markets & Investing
Exit interviews: Uncover opportunities for organizational improvement
Turning feedback into action will increase loyalty.
Business Ownership
Read
View
Infographic: Three “T’s” of effective trustees
These qualities can help set your beneficiaries up for success.
Estate & Giving
Inflation persists as the Fed Chair's term expires
5/18/2026
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Inflation: Is this time different?
5/15/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Read
Key challenges ahead for new Federal Reserve leadership
5/15/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Private foundation vs. DAF: Are you driving the right giving vehicle?
Different giving goals require different giving vehicles. Explore two charitable choices and how each could suit your philanthropy strategy.
Estate & Giving
Read
Embarking on an encore career as an entrepreneur
Starting a business in retirement.
Retirement & Longevity
Webinar Replay: Resiliency Amid Uncertainty: Markets, Energy and the Iran Conflict
5/12/2026
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Wear, return, repeat
Buying is out. Borrowing is in.
Family & Lifestyle
Create an emotional foundation
5/11/2026
Nick Goetze discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing

Are you ready? Let’s uncover the possibility of working together.

Notice

You are leaving the web site maintained by Raymond James. The following web site is being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor the following web site or its respective sponsors. Raymond James is not responsible for the content of the Web site or the collection or use of information regarding the web site's users and/or members.

Quill Private Wealth

Quill Private WealthQuill Private Wealth
  • 4135 Ironbound Road Williamsburg, VA 23188
  • T: +1.757.585.2380
  • F: +1.757.206.1618
  • Map & Directions
  • Map & Directions
  • 800 E Canal Street Suite 700 Richmond, VA 23219
  • T: +1.804.939.6521
  • F: +1.804.477.6002
  • Map & Directions
  • Map & Directions

*Towne Family of Services

  • Bank
  • Insurance
  • Mortgage
  • Real Estate
  • TowneBank Website Accessibility
  • TowneBank Privacy Policy

*Services provided by TowneBank and its affiliates and not by Raymond James.

Towne Wealth Management

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.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Quill Private Wealth, Towne Wealth Management and TowneBank are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

© 2026 Raymond James Financial Services, Inc., member FINRA/SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use

Investment and Insurance products are:

  • NOT A DEPOSIT
  • NOT FDIC-INSURED
  • NOT GUARANTEED BY TOWNEBANK
  • NOT INSURED BY ANY STATE OR FEDERAL GOVERNMENT AGENCY
  • SUBJECT TO RISK AND MAY LOSE VALUE