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Community Involvement

Thankful for fulfilling careers and wonderful families, the members of our team feel compelled to give back to those who are currently experiencing difficulty within their lives. Thus, we’ve established ongoing relationships with several regional, national, and international groups who devote their time and resources to serving the less fortunate.

The Carying Place

The Carying Place is a local charity that aids homeless, working families seek a path to independent living. Inspired by their success rate and the stories of those who benefitted from their services, Terry became involved in 2010. He served a five-year term on their board, and, since that time, Stonegate Financial has continued to sponsor their annual fundraising events and their activities within the community.


National Ability Center

Located in Park City, Utah, the National Ability Center empowers individuals of all abilities by building self-esteem and confidence through sport, recreation, and educational programs. Because many of the participants are military personnel who have sustained life changing injuries, Terry, a veteran himself, is particularly drawn to the healing they provide to people of all ages and backgrounds.

Toys for Tots

Each December, our staff invites friends, family, and clients to donate toys to children who might otherwise go without presents during the holiday season. This tradition was carried over from Terry’s time at Edward Jones and continues to grow each year. In exchange for the generosity we receive, Becky bakes hundreds of cookies to send home with those who contribute to our gift-giving efforts.



Annual Financial Support Provided to:

Alzheimer’s Association

American Cancer Society

Cary Central Rotary

Cary-Kildaire Rotary

Cary-Page Rotary

Donors Choose

Duke Children’s Hospital & Health Center

Girl Scouts of America

Leukemia & Lymphoma Society

Multiple Sclerosis Society

Ronald McDonald House of Durham

Transitions LifeCare

YMCA-We Build People


Raymond James is not affiliated with any of the organizations listed on this page.