About Us
Leroy Tanker has achieved the CPA (Certified Public Accountant), PFS (Personal Financial Specialist), and CFP® (Certified Financial Planner ™). He has more than 32 years of financial services experience, which includes:
- 11 years performing financial planning and investment consulting at Merrill Lynch and UBS Financial Services
- Five years in his own CPA firm where he performed financial planning and consulting
- Four years in other CPA firms, including KPMG Peat Marwick and Price Waterhouse Coopers
- Three years as Chief Financial Officer of a major construction company where he performed investment services and personal financial planning for the chairman of the company
Leroy has his General Securities Representatives License and his State of Georgia Insurance License. He uses the vast resources within and outside of Raymond James Financial Services, Inc. to assist his clients in achieving their financial goals.
Leroy teaches classes for those seeking the Certified Financial Planner ™ certification at Duke University. He has also taught undergraduate accounting classes and graduate classes in finance at Georgia State University. Leroy has conducted numerous financial seminars to assist clients and members of community organizations.
He graduated summa cum laude in 1976 from the University of Alabama with a bachelor's degree in commerce and business administration. He scored highest in the state of Alabama (with honorable mention at the National Level) on the November 1976 CPA exam.
Leroy serves on the board of directors of DeKalb Community Services Board. Also, he has served as Treasurer of the Henderson Middle School PTSA and member of the Father's Advisory Board of the Northwest Georgia Girl Scout Council. Leroy is a member of the Financial Planning Association and American Institute of Certified Public Accountants.
Leroy is happily married with two daughters. Leroy and his wife coordinate the Crown Financial Ministries at St. Philip Church. He enjoys golf in his spare time.
Kristie has worked in the financial services industry since receiving her Bachelor’s Degree in 1999. Her experience includes three years as a personal financial advisor with American Express, where she performed financial planning and investment consulting. She also has three years of experience with UBS Financial Services as a client service associate.
Kristie has her series 7 and 65 securities licenses. She graduated with dean's list honors in 1999 from Georgia State University with a bachelor's degree in business administration and finance.
Kristie is happily married. She enjoys volunteering in her community and reading in her spare time.
Raymond James Financial (NYSE-RJF) is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies. Its three principal wholly owned broker/dealers, Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd., have more than 5,000 financial advisors serving 1.8 million accounts in 2,200 locations throughout the United States, Canada and overseas. In addition, total client assets are approximately $183 billion, of which approximately $28 billion are managed by the firm‘s asset management subsidiaries.
In June 2009, for the second consecutive year, Raymond James clinched first place among full-service brokers in the SmartMoney Annual Broker Survey, receiving top ratings for customer satisfaction and account statements and also earning the highest marks for its corporate website.
In May 2009, six Raymond James analysts ranked in the top five for their coverage industries in The Wall Street Journal's annual “Best on the Street” survey, with the firm placing 8th overall among 163 brokerage firms.
In December 2008, Raymond James was listed for the seventh time as one of "The 400 Best Big Companies in America" by Forbes.com.
In July 2008, Raymond James ranked “Highest in Investor Satisfaction with Full Service Brokerage Firms” in the J.D. Power and Associates 2008 Full Service Investor Satisfaction StudySM. The results are a demonstration of the very high level of service we strive to achieve.
In March 2008, Forbes magazine listed Raymond James as the only investment services firm among the large-cap and mid-cap companies in its 2008 ranking of “America‘s Most Trustworthy Companies.” The Forbes rankings are compiled by financial analytics company Audit Integrity after it assesses companies for the integrity of their operations.
In March 2007, BusinessWeek magazine named Raymond James as one of the top 18 companies across all industries in customer service, citing our strong “Service 1st” culture and focus.
For more information about Raymond James Financial, visit raymondjames.com.
Past 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.
The Wall Street Journal does not endorse, sponsor or approve the investment programs of Raymond James. The Wall Street Journal survey identifies the top five analysts across various industry categories, basing the awards on stock-picking skill. Calculations for the “2009 Best on the Street Analysts Survey” were performed by FactSet Research Systems Inc.
The Forbes rankings for “America‘s Most Trusted Companies,” are compiled by financial analytics company Audit Integrity after it assesses companies for the integrity of their operations. Audit Integrity, Inc. is not directly or indirectly compensated for the specific views, opinions or recommendations expressed in its research report. Neither Audit Integrity nor any other party guarantees the accuracy of the list or makes any warranties regarding its usage.
The Forbes rankings for the “400 Best Big Companies in America” are based on stringent criteria including accounting and governance ratings, revenue, positive equity, long-term earnings growth and debt-to-capital ratios.
SmartMoney does not endorse any product or service of Raymond James.
Raymond James received the highest numerical score among full service brokerage firms in the proprietary J.D. Power and Associates 2008 Full Service Investor Satisfaction StudySM. Study based on responses from 4,528 investors measuring 19 investment firms and measures opinions of investors who used full-service investment institutions. Proprietary study results are based on experiences and perceptions of consumers surveyed in April-May 2008. Your experiences may vary. Visit jdpower.com for more information about the study.
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