Lon is a CERTIFIED FINANCIAL PLANNER ™ professional with more than 30 years experience. He strives to assist investors in realizing their goals for retirement, achieving and maintaining a comfortable lifestyle, and helping to preserve their wealth in a tax-advantaged manner and providing for their children, grandchildren and favored organizations. A graduate of the University of Missouri – St Louis and the Securities Institute at the Wharton School, University of Pennsylvania, Lon has worked with individual investors, their families and their businesses as well as managed the retirement and financial planning department for a national investment firm.
Lon has two sons, Greg and Alex, and a grandson, Aiden, all of whom live in Columbia. He continues to be active in community organizations and supports several local charitable organizations including Lutheran Family and Children’s Services, the Columbia Art League and the American Red Cross. Lon holds securities industry licenses of a general securities principal, municipal securities limited principal, general securities representative and a Missouri investment advisor representative and is registered in numerous states in addition to Missouri.
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.