Lafayette Office - Located in the 515 building, Suite 128 off of South College Road.
In 1978, David graduated from the University of Southwestern Louisiana with a degree in business administration with an emphasis in accounting.
In February 1980, David became a Certified Public Accountant after passing the uniform CPA examination. In 1992, David became a CERTIFIED FINANCIAL PLANNER™ after completing the prescribed course of study by The College for Financial Planning. After 13 years as a CPA, David joined a national investment firm and served as a registered representative.
In June of 1996, David joined Raymond James Financial Services, Inc. as Branch Manager.
David believes that with his education and experience he is exceptionally qualified in providing financial services for his clients. He is committed to helping his clients achieve their financial goals. David accomplishes this through a comprehensive review of his clients' objectives, combined with a conservative, long-term approach to asset allocation and selection of quality financial products.
In l975, Annette graduated from the University of Southwestern Louisiana with a 4-year Executive Secretarial Degree.
In April, 2007, Annette joined Raymond James as Office Administrator. She'll continue to assist in the needs of the clients and looks forward to welcoming and working with new clients.
Annette is the mother of three children, Lauren, Gregory and David.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 6,500 financial advisors
- 2.4 million client accounts
- 2,600 locations (United States, Canada and abroad)
- $372 billion in client assets
- $38 billion managed by its subsidiary asset managers
Raymond James Financial was named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results.
