Financial planning has never been more important. But with global markets offering thousands of investment options, it’s also never been more complex. More perilous. Or more intimidating. As a result, many people postpone crucial financial decisions, sometimes indefinitely.
That’s where we come in.
As trained, experienced investment advisors, we take the worry out of financial decision-making by taking responsibility for managing your assets. Our goal is to help you reach your goals by giving you control over your financial situation. We do that by developing a big-picture view of your financial situation and then managing your investments according to your specific needs, objectives and life circumstances.
Meet the professionals of Raymond James Financial Services of Saline. The team people trust to keep their finances in order and their investments on track. The team that can help you navigate all your financial issues successfully.
Doug has an impressive track record in financial planning. After earning a BA in accounting from Alma College, he launched his career as a CPA with Arthur Young, now Ernst and Young. Doug then went on to work for Eastman Kodak and Malloy Lithographing, building skills in sales and management. After receiving an MBA from the University of Michigan, he worked as a financial planner for A.G. Edwards before establishing his branch office of Raymond James Financial Services in March of 1996.
Doug earned his CERTIFIED FINANCIAL PLANNERTM certification in 1998. For four consecutive years, he has been recognized by Raymond James as a member of their President's Council* based on his production, and professional growth. He has also served on panels at Raymond James educational conferences and has made presentations to local groups on a wide range of investment topics.
Currently, Doug manages the Raymond James Financial Services team and provides wealth management and financial planning for individuals, families, small businesses and non-profit organizations. Over the years, he has developed a specialty in retirement planning and asset management. Like all members of his team, he attends numerous professional conferences each year in order to continuously upgrade his skills.
Married with three daughters, Doug is an avid sailor, tennis and hockey player. He is also an active supporter of charities and other nonprofits in Washtenaw County, including the United Way and Rudolf Steiner School.
Licenses and Certifications held: CFP®, Series 7, 24, 31, 51, and 63, Life & Health Insurance
*Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually.
“When you find something you really love to do, it becomes something much more than mere ‘work.’ One of my greatest satisfactions - and motivators - is discovering investment opportunities and making money for clients. I also enjoy financial planning, especially when I can gain a unique perspective that enables me to save taxes or benefit a client in other ways. Best of all, though, is communicating with clients, hearing about their lives, their families, their hopes and dreams, and thinking about how we can help them.”
A longstanding interest in business and finance prompted Tracey to earn a Bachelor of Science degree, with an emphasis on finance, fromCentralMichiganUniversity. Six years later, in 2002, she received her Master’s in Business Administration degree fromEasternMichiganUniversity. She completed the education requirement for the Certified Financial Planner™ program in 2009 and passed the certification exam in 2010.
Throughout her career, Tracey has served in a variety of tax-related positions—including, most recently, 15 years with the Dexter-based Thomson Reuters. She has also taught an online investing course forClearyUniversity.
Tracey joined the Raymond James Financial Services team in 2011. In her capacity as client service manager, she offers clients a valuable and experienced combination of skills spanning financial services and taxation.
Outside of work, Tracey enjoys photography, knitting, reading, volunteering, and participating in the local Toastmasters’ Club.
"At Raymond James of Saline, client service is our highest priority—one that requires building and maintaining long-term personal relationships. As a member of the financial services team, I very much enjoy working in close partnership with clients to achieve their financial goals. This sense of commitment, along with continuing education and investment research, enables me to provide timely information."
After receiving her Bachelor of Business Administration degree from Cleary College, Kim worked for more than 15 years in the automotive industry, specializing in production control and customer service. She joined Raymond James Financial Services in April 2001.
Since then, Kim’s responsibilities in the area of client services have continued to expand and currently encompass all aspects of establishing and maintaining client accounts. As a liaison between financial advisors and clients, she works to strengthen those professional relationships and handles all transactions, inquires and correspondence.
Kim, a native of Detroit, lives with her husband in Dexter. Active in numerous volunteer activities, she chairs the annual Pinckney CROP Walk and helps with her church’s monthly Clothing Closet. She is also a longtime volunteer with Relay for Life, a yearly fundraising event in support of cancer research and awareness.
“There are so many things I enjoy about my work. But my greatest satisfaction comes from getting to know our clients, building trust and doing everything possible to help them achieve their financial goals.”
Diane graduated from theUniversityofMichiganwith a Bachelor of Business Administration degree. She then went on to earn an MBA fromEasternMichiganUniversity. Before joining our team, she worked first at Ford Motor and later Ford Motor Credit as a financial analyst and supervisor.
Diane has been with Raymond James of Saline since 1999. Her current responsibilities are primarily related to client services. She also maintains the Portfolio Center Database, a crucial software program used to generate client reports and detailed financial summaries. Diane is also responsible for tracking cost basis which we see as a vital service.
Married and the mother of three sons, Diane describes herself as a “lifelong hockey mom.” In her free time, Diane can generally be found reading, traveling or gardening.
"It is a pleasure getting to know our clients and supporting the whole team by delivering top quality service and support. I also enjoy my behind the scenes work of maintaining our database program and investigating cost basis issues."
Native ofLansingMichigan, Debbie graduated from Lansing Community College with an Associate Degree in Computer Programming. She then spent four years as a programmer with the Accident Fund of Michigan before taking an extended time-out from her career to raise three daughters.
Since the summer of 2011, when she joined Raymond James of Saline, Debbie has focused primarily on office services and support. As part of our administrative team, she is responsible for inputting data and maintaining current and accurate records for all clients. She also assists with client service—a role that will continue to expand.
As the wife of a former professional hockey player, who now coaches, Debbie has lived in various locations around the country. These days, she and her family are happy to make their home in Saline, near their extended network of relatives and friends. In her free time, Debbie enjoys golfing, pursuing home improvement projects and cheering on the athletic endeavors of her husband and daughters.
"As a part of the Raymond James Team here in Saline, I enjoy working with the entire staff to provide a personal approach to meet all of our clients’ financial needs. I welcome opportunities to assist our new and existing clients."
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 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently 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. Please note that fees and charges will reduce an investor’s return.
