The Carr Team | Largo, FL

Committed to Client Success

Our team offers comprehensive financial planning and investment advisory services through Raymond James Financial Advisors.We work with our clients to build a lasting relationship that focuses on their financial needs, now and in the future.With more than eighteen years experience in the financial services industry, we specialize in risk management, working closely with every client to build a portfolio tailored specifically to their financial needs. We believe it is of the utmost importance to help you design a strategy that fits your life. However, that strategy must be consistently fine-tuned as your life changes.

Our client-centered business model is focused on building relationships. We work to establish a trusting professional and personal relationship in which our clients feel more confident knowing their investments and financial well-being will be properly managed. Our clients know they can depend on this family-run practice now and well into the future.

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Mission Statement

Our purpose is to provide timely and prudent investment advice and portfolio management services to each and every valued client. As independent professional Raymond James advisors,we offer a personalized financial strategy, not a generic investment program. Client relationships are our number one priority and we strive to exceed your expectations. Your individual portfolio will be based on your unique situation and your dreams and goals. It will be designed to account for
change, both in the market and in your circumstances, so that it can work for you at every stage of your life.

"Think not about your frustrations, but about your unfulfilled potential.
Concern yourself not with what you tried and failed in,
but with what is still possible for you to do."

- Pope John XXIII

Your Rights as a Client:

Courteous service
A trustworthy and competent financial advisor
Suitable recommendations
Timely transactions at the best available prices
Full disclosure of costs and risks
Clear communications
Comprehensive statements and trade confirmations
Prompt error and complaint resolution
Strict confidentiality

Click here to read the Raymond James Client Bill of Rights