About Us
Rod Talbot joined Raymond James in 1991 as an investment manager with Raymond James Financial Services. With the support of the firm in 1999, he founded Talbot Asset Management, An Independent Firm.
Committed to his motto, "Excellence in Money Management", he has been awarded membership in the Raymond James Financial Services Executive council* every year since 1998. This award recognizes distinguished serve to clients, high levels of professional performance and exemplary levels of success and leadership.
Rod began his professional investment career with E.F. Hutton in 1980, where he specialized in pension plan consulting and management of individual stock and commodity accounts. Seven years later, he joined Prescott, Ball and Turben, a division of Kemper Securities, as a senior investment manager. A 1979 graduate of Souther Illinois University at Carbondale, he earned a bachelor's degree in finance, specializing in financial institutions. Rod also holds his Series 3, 4, 7, 24, 52, 63 and 65 licenses.
He lives in Winter Garden, FL with his wife Debbie and they have 3 grown children, Haley, Ryan and Carly and a grandson, Zane. He is an active member of the Rotary Club of Winter Garden and the West Orange Chamber of commerce. He is the current treasurer of the International Board of Directors of Tau Kappa Epsilon Fraternity, where he was awarded Alumnus of the year in 2005. He is a past winner of the USA Today State of Indiana Stock Picking Contest.
*Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually since prior membership is no assurance of future membership.
A member of the Talbot Asset Managment team since 1996, Nancy's responsibilities include client service administration, account operations, admin support, client communication and Compliance related matters. She thoroughly enjoys people and her excellent customer service skills set her apart. Her goal is to provide superior client service.
Nancy lives in Clermont, FL with her husband, Mike and is the mother of three grown children, Sammy, Joey and Jordan. Originally from upstate New York, she has lived in the Orlando area since 1990.
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.
© 2012 Raymond James Financial Services, Inc., member FINRA / SIPC Privacy Notice