Our Team
As a boutique practice, we strive to bring value to our clients through our experience, knowledge, and passion in delivering personalized client solutions.
Jeff DeLarme, CFA, CFP®
Registered Principal, Financial Advisor
Jeff DeLarme is a Registered Principal, Financial Advisor, and Branch Manager with Raymond James Financial Services, Inc., and is the founder of DeLarme Wealth Management.
Michelle Miller
Director of Operations, DeLarme Wealth Management, Inc.
Investment Professional, Raymond James Financial Services
Michelle comes to the firm with seven years of financial services industry experience, having worked previously with Edward Jones and Wells Fargo.
Jeff DeLarme, CFA, CFP®
Registered Principal, Financial Advisor
Jeff DeLarme is a Registered Principal, Financial Advisor, and Branch Manager with Raymond James Financial Services, Inc. and is the founder of DeLarme Wealth Management, Inc.
For more than a decade, Jeff has worked with affluent clients to address their primary financial concerns, which includes preserving their wealth, mitigating the impact of taxes*, taking care of their heirs, helping protect assets, and fulfilling charitable giving wishes. He follows a consultative process to gain a detailed understanding of his clients’ deepest values and goals. From there, he employs customized recommendations designed to address each client’s unique needs beyond just managing investment portfolios.
Prior to founding DeLarme Wealth Management and affiliating with Raymond James, Jeff was a Financial Advisor and Limited Partner with Edward D. Jones & Co., one of the largest brokerage firms in the United States. While at Edward D. Jones & Co., Jeff managed the firm’s Westchester office for nearly six years, and in 2014, he opened their El Segundo office.
As a dedicated student of the capital markets and the financial planning profession, Jeff proudly earned the CERTIFIED FINANCIAL PLANNER™ certification in 2012 after completing the Personal Financial Program at UCLA in 2011. In addition, Jeff is also a CFA® (Chartered Financial Analyst ®) Charterholder and is an active member of the CFA Society of Los Angeles. He holds the Series 7, 9, 10, and 66 securities licenses.
In the community, Jeff serves on the Investment Policy Advisory Committee for the City of Palos Verdes Estates. He also serves on the Southern California Golf Association’s Foundation Board which focuses on positive youth development. Additionally, he’s been a Kiwanian since 2009 and served as past president of the LAX Kiwanis Foundation in 2015. Previous board involvement includes the LAX Coastal Education Foundation and the Culver-Palms family YMCA.
Born and raised in Los Angeles, Jeff resides in Palos Verdes Estates with his wife and daughter. Outside of the office, you can find him sailing with family and friends or playing competitive golf as a member of Palos Verdes Golf Club.
* Raymond James does not offer Tax or Legal advice. You should consult the appropriate professional on these matters.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Raymond James Financial Services is not affiliated with the above independent organizations.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. DeLarme Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
Michelle Miller
Director of Operations, DeLarme Wealth Management, Inc.
Investment Professional, Raymond James Financial Services
Michelle is the dedicated Director of Operations for the team at DeLarme Wealth Management, Inc. Michelle has more than a decade of experience in the financial services industry, having worked previously with Edward Jones and Wells Fargo.
Michelle is in charge of the day-to-day operations of the office, and is often the first point of contact in assisting our clients with their account needs. Whether it be helping them to access their accounts online, processing a client request to transfer funds, answering statement questions, or scheduling a meeting – Michelle is dedicated to providing excellent customer service to our clients.
A native of San Diego, Michelle earned her degree in Psychology from Arizona State University. In her free time, she loves spending time with her family, reading, and traveling.
Our Dedicated Partner
Raymond James
Founded in 1962, Raymond James is one of the largest financial services firms in the country. They support more than 8,100 financial advisors and oversee more than $896 billion in assets for more than 3 million clients globally*. Raymond James serves as the custodian for our client accounts while providing us with state-of-the art technology, investment research, and compliance oversight so we can focus our time on serving our Clients.
*As of 12/31/2019. Past performance is not an indication of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
