Solid guidance Focused on your financial well-being

When choosing someone to entrust with your financial well-being, it’s important to select a guide focused on what will work for your life.

At Southworth & Wilson, we take a personalized approach to financial planning that considers all areas where your money and your life intersect.

Our experienced team will review every fine detail, offering an uncompromising level of service to help you pursue goals for yourself, your family and your retirement.

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A road map for your future

You’ve worked hard and saved well, and we’re here to help you make the most of what you have by creating a plan for all aspects of your finances – with no tolerance for loose ends.

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Financial Planning

Risk Management

Retirement Planning

Portfolio Management

Get to know Our Team

Wendy Wilson
Wendy Wilson, WMS
President, Southworth & Wilson Registered Principal, RJFS
Melissa Parkins
Melissa Parkins, CFP®
Financial Advisor Registered Representative
Julia McCullough
Julia McCullough, WMS
Registered Financial Advisor Support Specialist
Marlinda Hedrick
Marlinda Hedrick
RESIDENT PRODUCER, SOUTHWORTH & WILSON, INC. Client Service Manager

An orderly Process

As our time-tested process naturally unfolds, we begin building a deep understanding of your situation and objectives, meeting you exactly where you’re at.

Insightful Resources

Knowledge is power, so we provide you with informative articles, market commentary and more to help you move forward with confidence.

Guidance for life

From saving for retirement to living in retirement, we will be by your side. We offer a variety of services designed to address your individual needs.

The opportunity to help even one person reminds me that this is what we’re here for.
Harry Connick Jr.

Information & insight

Five potential market-moving events to be mindful of

04/26/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

GDP, inflation, and the Fed: Keep calm and carry on

04/26/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy and Policy

The pledged-securities mortgage explained

Savvy investors can leverage their assets to secure a loan using a pledged-securities mortgage. 
Family & Lifestyle

IRS suspends missed RMD penalty for certain inherited IRAs

Some beneficiaries who inherited an IRA in 2020, 2021, 2022 or 2023 will not face withdrawal penalties until 2025.
Retirement & Longevity

Protecting your Social Security payout

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity

Alternative investments: Thinking beyond the traditional asset classes

Discover the reasons investors diversify their portfolio with alternative investments.
Markets & Investing
Background Rotating Sphere Pattern

We’re here to help you plan for your FINANCIAL WELL-BEING

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.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Southworth & Wilson is not a registered broker/dealer and is independent of Raymond James Financial Services.

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