Since beginning his career in the financial services industry in 1992, Mark has spent the past 20 years devoted to helping clients meet their financial needs. He is able to provide a wide array of financial services including investment planning and portfolio development, retirement planning, wealth management, and college planning.
Mark graduated from New Hampshire College with a Bachelor's degree in business administration and finance. Mark is active with his two boys coaching football and lacrosse. Mark also enjoys donating his time to local charities such as The Santa Foundation.
Scott has lengthy experience in the financial services industry since having begun his career in 1982. Over 30 years of skill and knowledge have shown that the client can trust that their financial needs will be satisfied. Scott is proficient in attending to retirement planning strategies and helping clients focus on estate planning issues while he works with their legal and accounting advisers in developing their estate plan.
He graduated with a Bachelor's degree in Liberal Arts from Doane College and received a Master's degree in Education from Hofstra University. Scott is as dedicated to his community as he is his career. He is an active member of the Norfolk Lions Club, the Hockomock YMCA Board of Managers, and the Community Preservation Commission of Norfolk. Scott also donates time to local charities such as The Santa Foundation.
Janet is passionate about designing strategies designed to help clients reach retirement security, educate their children, financially survive a premature death or catastrophic illness, and allow their estate to pass efficiently and according to their specifications.
That passion drives every decision she makes. With careful planning, measured action and sound techniques Janet helps her clients answer the question "am I going to make it?"
Janet's commitment to helping others is not limited to the clients she serves. Janet is a Notary Public* and an active supporter of her church as well as, King Phillip Football and is a proud sponsor of Wrentham youth baseball River Cats. As a foster parent her family has welcomed into their home some of the community's neediest children.
A 1984 graduate of Trinity College in Washington, D.C., Janet holds a Bachelor of Arts degree in Economics and Business Administration with a minor in Philosophy. Her commitment to education continued with the completion of the FINRA Series 7, 63, 24 and 65 licensing, and she has 28 years of industry experience. Before joining 1776 Financial in 2010, Janet was consistently ranked among the top financial advisors with USTrust and Fleet Investment Services and most recently South Shore Savings Bank.
Originally from Walpole, Janet now resides with her family in Wrentham, MA. Her interests outside of finance include reading, skiing and biking. She especially enjoys travelling throughout New England with her husband, Dave and their son, Jackson. She has completed 5 marathons and the 173 mile Pan Mass Challenge to benefit the Jimmy Fund.
*Notary Services are not provided by Raymond James.
Michael is a "local guy" helping "local people" and "local businesses" reach their financial goals and objectives.
Michael was born and raised in Norfolk, MA. He attended King Philip Regional High School in Wrentham, MA and received a bachelor of Business Administration from the University of Massachusetts at Amherst. Michael also holds a Certificate of Advanced Study in Financial Planning from Merrimack College in North Andover, MA.
His process is simple: Build the plan. Work the plan.
When Michael is not at the field or at the rink with his wife and two boys, he is an avid hockey player, snowmobiler and motorcycle rider.
Sally B. Wilkins, CFP®, has an extensive background in personal financial planning and investment advisory services.
With over 25 years’ experience, she has been in private practice in Sherborn, Massachusetts since 1987. She is a Certified Financial Planner, a Registered Representative, and a General Securities Principal with Raymond James Financial Services, Inc., member FINRA/SIPC.
Sally received a BA in Economics from Wellesley College and an MBA in Accounting from Babson College.
Her philosophy is that clients are best served if investment decisions are made in accordance with a carefully conceived financial plan. Her approach is to integrate the planning and investment processes on a continuing basis.
About Raymond James
In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States.
Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.
October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.
We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.
Hear what Tom James, our executive chairman, had to say about the accomplishment of 100 consecutive quarters of profitability achieved in early 2013.1
By the numbers*
- Over 6,300 financial advisors
- More than 2.6 million client accounts
- Over 2,600 locations throughout the United States, Canada and overseas
- Approximately $483 billion in total client assets
It’s been our privilege for more than 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.
*As of 12/31/2014
1Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.