Committed to Client Success

Our team offers securities and investment advisory services through Raymond James Financial Services. 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 at ease 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.

Please take some time to review our entire site. We have a wealth of information available to you including market commentary from Raymond James' top analysts, news and events, each of our newsletters, our personal bios, services we offer, account options, and much more.

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.

 "Consult not your fears, but your hopes and your dreams.
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."

14385 Walsingham Rd
Suite B
Largo, FL 33774
Phone: 727-593-5400
Fax: 727-593-5444
Toll-Free: 800-804-7181
Contact Us

Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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