About Us
Our business strategy is to maintain a high level of client satisfaction in a nationwide practice by:
- Limiting the number of client families served;
- Closely guarding their privacy;
- Employing state-of-the-art methods;
- Becoming a valued team member with the client family's other advisors; and
- Recognizing and adapting to each client family's unique situation, values and attitudes about wealth, entitlement and social responsibility.
Master of Business Administration, Loyola College in Maryland
Bachelor of Science, Business Administration (Management), San Diego State University
CERTIFIED FINANCIAL PLANNER™ Professional, CFP Board of Standards
Securities: Series 7, 24, 63 and 65 licenses
Insurance: Life, health, disability, variable annuity and long-term care licenses
Robert has more than 20 years of management consulting experience, primarily serving growth-company CEOs in the areas of business strategy, strategic planning, and mergers and acquisitions, and has served as president of two strategy consulting firms.
His specialties are:
- Strategy development and implementation for concentrated equity positions, stock options and restricted stock, closely held business interests and investment assets;
- Exit and succession strategies for senior-level executives and business owners in both private and public companies;
- Financial and estate strategies; and
- Charitable giving.
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.
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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