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Anthem Advisors of Raymond James

Anthem Advisors of Raymond James

Financial Planning & Investments

About Us

Most people think of an anthem in the grandest sense of the word, but we think it means something more personal. Everyone has an anthem. It can be as simple as a principle that guides you through life, driving you forward while keeping you grounded. At Anthem Advisors of Raymond James, we’re here to help you build a financial philosophy and wealth management strategy driven by your individual anthem, whatever it may be.

We have had the privilege of guiding generations of clients, applying a consultative and holistic approach to managing the complexities that accompany wealth. Our offerings reflect the distinct needs of the individuals and families we serve, including coordination with other professional advisors such as CPAs and attorneys to help ensure our service is in harmony with all aspects of your life.

Nothing is more important to us than our clients – that’s the approach we take when working with you. It’s what you deserve and, we believe, what you should expect. Through our conversations, we build the foundation of our relationship with you and, over time, that relationship fosters a trust and understanding we don’t take for granted. While there are varied specializations in our industry, we think the most important is to specialize in you, so we can continue to provide personal guidance tailored to you with perspective and wisdom for the long-term.


  • Retirement: 401k, 403b, SEP IRA, IRA, Roth IRA, Simple IRA, 457b
  • Investments: Stocks, bonds, ETFs, mutual funds
  • Planning: 529 (college), house, budgeting
  • Insurance: life, health, long-term care, annuities
  • Advisors have all been licensed to act as a fiduciary for their clients.


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Colleen Schon, AIF; Senior Vice President Investments
Phillip West, AIF; Financial Advisor
Casey Sage, AAMS, Financial Advisor