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Here, you will find information about our firm, the financial world in general and developments that may have relevance to your specific financial situation. Check back regularly, as we’ll make updates as warranted.

10/27/2011

PETER ABULS, RICHARD BONE AND JAMES ELLER BECOME CHARTER MEMBERS OF THE IIMC PORTFOLIO MANAGEMENT GROUP AT RAYMOND JAMES

ST. PETERSBURG, Fla. – Peter Abuls, Richard Bone and James Eller were among the 80 selected out of more than 5,300 Raymond James’ financial advisors selected to become charter members of the newly established Institute of Investment Management Consulting’s Portfolio Management Group based on their commitment to successfully managing client portfolios.

The Institute of Investment Management Consulting (IIMC) was developed as a forum for financial advisors committed to providing investment consulting and advice to clients. The Portfolio Management Group is a further specialization offered to these select advisors who have demonstrated success in developing and delivering investment portfolios to meet client needs. This forum provides educational programs tailored to their businesses, ongoing collaborative opportunities through a members-only website, and networking with financial advisors who have similar business models as well Raymond James specialists that support their practices.

Peter, Rich and Jim attended a three-day program covering essential portfolio management topics including asset allocation and manager evaluation, investment ideas, and client solutions such as setting investment policies. Those in attendance had the opportunity to share best practices with other advisors and create actionable plans to continue building upon their already successful businesses.

Each are members of the Abuls, Bone & Eller Group of Raymond James in Chicago and specialize in providing meaningful financial guidance for select business owners, corporate executives, professionals and families.

About Asset Management Services
Asset Management Services (a division of Raymond James & Associates) offers comprehensive asset management services and products for financial advisors of Raymond James. Managed products include the industry-leading platforms of Raymond James Consulting Services and the Freedom program. Wrap-fee programs include the Passport and Ambassador programs.

About Raymond James & Associates
Raymond James & Associates, which has built a national reputation during the past 49 years as a leader in financial planning for individuals, corporations and municipalities, is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a financial services holding company. Through its three principal broker/dealer subsidiaries, Raymond James Financial has more than 5,400 financial advisors serving 1.9 million accounts in 2,400 locations throughout the United States, Canada and overseas. In addition, total client assets are approximately $278 billion, of which approximately $37 billion are managed by the firm’s asset management subsidiaries.

For additional information, please contact the Abuls, Bone & Eller Group of Raymond James at 800-543-5304.