|
|
About UsAttracted to Raymond James’ spirit of entrepreneurship, vast array of resources and commitment to helping people achieve their dreams, Erika joined the firm in 2002. Her disciplined approach and 25 years of comprehensive financial planning experience enable her to develop investment solutions tailored her clients’ unique needs.
Prior to joining Raymond James Financial Services, Erika was a vice president and financial advisor for Tucker Anthony, Inc., for 15 years and an investment executive with Paine Webber for seven years. She attended Juniata College and earned her CERTIFIED FINANCIAL PLANNER™ designation in 1998 and her certified mutual fund consultant (CMFC™) designation from the College for Financial Planning in 2005.
A 30-year resident of Northern Virginia, currently living in Arlington, Erika spent her childhood in Germany. She holds memberships in the Financial Planning Association, the Arlington Chamber of Commerce and St. Peter’s Episcopal Church. When not assisting clients, she enjoys horseback riding, bicycling and spending time with her husband, Paul, and their three children.
| Niall joined Raymond James Financial Services in June 2004. Prior to joining Raymond James, Niall was with First Union and Wachovia Securities as a vice president and financial advisor. Niall has 12 years of experience in the financial markets as an advisor and is currently pursuing his CFP® certification. Niall is a graduate of Temple University in Philadelphia with a degree in business and finance. He grew up in Southern New Jersey and resides in Reston.
| Leroy became affiliated with Raymond James in August 2007. He had been with Waddell & Reed for the past 17 years. He came to Raymond James because of its flexibility in providing clients a broader array of products and services. He enjoys helping clients meet their financial needs by offering them the products that best meet their needs.
Prior to entering the financial arena, Leroy was a professor and administrator at Virginia Tech in Blacksburg, Virginia. He received his undergraduate degree at Tuskegee University, and his masters and doctorate degrees at Indiana University. He lives in Fairfax with his wife of 41 years. They have two sons and five grandchildren. He enjoys vacations with his family and friends.
| Chris joined Raymond James Financial Services in August 2007. Prior to joining Raymond James, Chris was affiliated with Waddell & Reed and with John Hancock as a district manager and financial advisor. Chris brings a different style to the office as he works mainly with small businesses and government employees. He has more than five years of experience in these areas.
Chris earned his CMFCsm (Chartered Mutual Fund Counselor) designation from the College of Financial Planning in 2006. The CMFCsm is the only industry-recognized mutual fund designation. The program provides a thorough knowledge of mutual funds and their various uses as investment vehicles.
In 2007 he earned the Chartered Federal Employee Benefits Consultant designation (ChFEBCsm). ChFEBCsm is a prestigious designation awarded to those who have successfully completed an intensive training course and rigorous examination covering various aspects of federal employee benefits such as CSRS and FERS annuities, thrift savings plan, life insurance, and health insurance.
Chris played football for the James Madison University Dukes and graduated with a Bachelor of Business Administration. He lives in Herndon with his wife, Denise and his dog, Nike.
| Shayna, our client services manager, aims to provide clients with superior investment assistance that goes above and beyond financial planning. With a business administration degree from Boston University, Shayna recently earned the CERTIFIED FINANCIAL PLANNER TM certification, a professional accomplishment that requires diligence, hard work and extensive study in key financial planning disciplines.
| |
|
1600 Wilson Blvd Suite 704 Arlington, VA 22209 Phone: 703-816-8888 Fax: 703-816-8887 Toll-Free: 866-219-2496 Contact Us
Map & Directions |