John has assisted individual and corporate investors for the past 28 years, beginning in 1983 with Manley, Bennett, McDonald, & Co. which later became part of Thomson McKinnon Securities. He joined Roney & Co., now part of Raymond James & Associates in 1989. John spends much of his time helping clients manage the life transitions they may face such as buying or selling a business, the death of a loved one, charitable planning, or a change in career. John provides wealth management advisement services focused on risk managment to enhance and ensure the affluent client's plans for present and future generations.
John has served as Director and President of a number of non-profits in the Birmingham area, including the Securities Traders Association of Detroit and Michigan, which assisted members of families of the financial services industry during times of unexpected need, death, or disability. John has been quoted at length in business publications such as Ticker, and has been featured in the business segments on local television stations.
Phil's career began 26 years ago at Dean Witter. He joined Roney & Co, now known as Raymond James & Associates, in 1988. Whether working with small businesses, individuals, friends, or family, Phil takes great care in creating a financial plan that addresses every aspect of your life today while building flexibility that will work for your future.
Stuart's 26 year career began in 1985 at Comerica Bank as a Project Manager and includes experience in administering corporate pension & 401k Plans at National City Bank and Financial Planning for high net worth individuals as a Vice President at Michigan National Bank. Stuart joined Raymond James in 2003 and focuses on developing and implementing disciplined financial planning and investment strategies for affluent 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.