Dedicated to serving as your trusted family advisor

It means being a faithful financial partner you can count on, looking out for your well-being and having your best interest at heart. It means being a voice of reason you can turn to – to seek advice, get feedback, find an answer and make a decision.

It means being a guiding light to help you see the way forward, to illuminate approaching milestones and significant family events that require preparation, and alert you to risks that may have yet to be revealed.

At Eppolito Financial Strategies, these are the things we are dedicated to doing for you – and what we have faithfully done for the many successful families and individuals we serve today.

Families & Individuals

Families & Individuals

03/07/2023
We address all the financial priorities in your life, from managing and preserving wealth, to preparing for retirement.
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Corporate Executives

Corporate Executives

03/06/2023
We offer benefits planning and wealth strategies specific to the needs of those who work in the corporate world.
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Pre-Retirees

Pre-Retirees

03/05/2023
We’re here to help you plan and be prepared for retirement, one of the most significant transitions in your life.
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Retirees

Retirees

03/04/2023
We offer strategies for preserving your assets and providing monthly income for enjoying life in retirement.
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The advantages of working with a CFP® & CFA®

Our holistic planning is personalized to you

We serve as your personal money managers

Larry Eppolito Headshot

Larry

Eppolito, MBA, CFP® President, EFS Financial Advisor, RJFS
Michael Carbone Headshot

Michael

Carbone, CFA, CFP® Financial Advisor
Carole Alexander Headshot

Carole

Alexander Operations Associate, EFS Registered Representative, RJFS
Shannon Alexander Headshot

Shannon

Alexander Office Manager
“Our goal is to help mitigate your financial risk and put the odds of long-term success in your favor.”
Larry Eppolito, CFP®; President, EFS; Financial Advisor, RJFS
Trusted Guidance

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.

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.. Eppolito Financial Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.

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