Skip to content
Global Wealth Solutions GroupGlobal Wealth Solutions Group
  • Home
  • Our Team
    • Our Team
    • Advisor Team
      • Advisor Team
      • Lisa Detanna
      • Gary Handler
      • Erik Willanger
      • William Atha
      • Ariel Bobroff
    • Wealth Managers
      • Wealth Managers
      • Wesley Scott
      • Joe Horner
      • Kamo Jurn
      • Terri Steffner
      • Mitch Rosich
    • Support Team
      • Support Team
      • Marjan Kamyar
      • Cathleen Handler
      • Donah Tavares
      • Jordan Vasseur
      • Tara Detanna-Rogers
      • Kaleb Goodman
    • Portfolio Specialists
      • Portfolio Specialists
      • Luke Petrarca
      • Luke Polus
      • Jeff Soltman
    • Home Office Associates
      • Home Office Associates
      • John Simmons
      • Andy Waldbaum
      • Joe Weaver
      • Bill Geis
      • Cinnamon Chaney
      • Ken Grider
      • Frank McAleer
      • Adam Nibert
      • Murphy Bradshaw
      • Chip Bauder
      • Lauren Ahern
      • Bob Burns
      • Ken Novak
    • About Raymond James
    • Larry DiGioia (In Memoriam)
    • Chris Horner (In Memoriam)
  • Our Difference
    • Our Difference
    • Our Mission and Values
    • Private Wealth Advisor
    • Giving Back
    • Personal Planning Process
    • Longevity Planning
    • Preparing Heirs with Money Smarts
  • Individuals
    • Individuals
    • Individuals & Multigenerational Families
    • Private Wealth
    • Multi-Family Office
    • Corporate Executives
    • Business Owners
    • Retirees
    • Pre-Retirees
  • Institutional
    • Institutional
    • Our Process
    • Corporate Retirement Plans
    • Nonqualified Plans
    • Nonprofits & Not-for-Profits
    • Institutional Consulting
    • Foundations
  • Lisas Lessons
    • Lisas Lessons
    • News and Events
    • Financial Literacy
    • Legacy Learning with Tom James
    • Winters Vault
    • Raymond James Resources
    • Client Access Videos
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Beverly Hills
    9595 Wilshire Blvd. Ste 801 Beverly Hills, CA 90212-2508 T: 310.285.4500 F: 310.285.4545 TF: 855.608.7543
    Map and Directions Map and Directions
  • Pasadena
    301 N Lake Ave Ste 1150 Pasadena, CA 91101-4115 T: 213.327.1059 F: 213.327.1030 TF: 877.734.5258
    Map and Directions Map and Directions
PREV ARTICLE
NEXT ARTICLE
401k Habits of a Millionaire

401(k) - Habits of a Millionaire

Money Smarts // Blog Article
Facebook Twitter LinkedIn Email
Tag Cloud
E-H
PREV ARTICLE
NEXT ARTICLE
twitterfacebooklinkedinenvelope

A plan for your wealth that’s purely yours

Global Wealth Solutions GroupGlobal Wealth Solutions Group
  • Beverly Hills: 9595 Wilshire Blvd. Ste 801 Beverly Hills, CA 90212-2508
  • T: 310.285.4500
  • F: 310.285.4545
  • TF: 855.608.7543
  • Map & Directions
  • Map & Directions
  • Pasadena: 301 N Lake Ave Ste 1150 Pasadena, CA 91101-4115
  • T: 213.327.1059
  • F: 213.327.1030
  • TF: 877.734.5258
  • Map & Directions
  • Map & Directions

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