We give you the personal service that a larger firm cannot offer. We are a service-oriented firm providing meaningful relationships to clients of all sizes, from the individual to the large corporation. We are supported by specialists at Raymond James, a firm with tremendous resources that augment our commitment to client service. Over the past 40 years, Raymond James has grown into a nationally recognized financial services firm dedicated to providing comprehensive investment research and excellent client service.
We firmly believe in communicating with our clients on a regular basis. Perhaps nothing is as important as keeping you informed of timely and relevant market events. To that end, you should expect to receive periodic updates, newsletters and other mailings from our office. This is just one more way to maintain a flawless standard of excellence for each of our clients. Likewise, it is important for you to keep us up-to-date as to how well you think we are doing and if there have been any changes in your goals.
For over four decades, during powerful markets and weaker ones, our team has been serving the needs of investors in our community. Let us be your beacon to financial success.
Brian is a financial advisor and the branch manager. He has been with the firm since 1995. Prior to that he was a sales assistant at Merrill Lynch and a Financial Consultant at both Shearson Lehman American Express and Smith Barney. Brian served in the United States Navy as an Emergency Equipment Specialist before starting his career in the financial services industry. Brian is also a licensed insurance producer.
Jerry is a financial advisor and certified financial planner with over 40 years of experience in the financial services industry. His CFP® designation means that he has fulfilled the certification and renewal requirements of the CFP Board.
He has been with Raymond James since 1995. Prior to that he was a vice president, investments for Merrill Lynch and a senior vice president, investments at Shearson Lehman American Express and Smith Barney. Jerry is also a licensed insurance producer.
Jerry graduated from Babson Institute with a BS in Finance.
Sue is our operations manager and has been with the firm since 2003. Prior to joining Raymond James she was with Neuberger Berman, LLC as Vice President, Operations and Director, Internal Audit. She was also a manager in operations at both Atalanta Sosnoff and Sanford C Bernstein.
Sue graduated with a BA in Economics from the University at Albany.
Lisa has recently joined our team, spearheading our marketing efforts. Prior to Raymond James, Lisa was the Executive Secretary for the NYS Supreme Court Officer's Association.
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.
