Education:
Bachelor degrees in economics and business administration from Hope College
Past Business Experience:
Financial Advisor - Edward Jones Investments
Operations Manager - B-Line Machinery and Supply
Professional Organizations:
Omicron Delta Epsilon - International Honor Society in Economics
Other Organizations:
Board of Trustees- South Oakland Boys and Girls Club
Treasurer- Royal Oak Optimist Club
Ambassador- Royal Oak Chamber of Commerce
Education:
Undergraduate degree in economics and management - Albion College
Master of Business Administration - Harvard University
Current Business:
Accounting *
Tax preparation*
Business consulting
Past Business Experience:
Marketing specialist - General Motors
Consultant - KPMG Peat Marwick
Consultant - Arthur Andersen & Co.
Professional Organizations:
National Society of Tax Professionals
National Association of Tax Professionals
Michigan Association of Certified Public Accountants
American Institute of Certified Public Accountants
Other Organizations:
Treasurer - City of Berkley Downtown Development Authority
Public member - Michigan Board of Social Work
*Accounting and Tax Preparation are provided by Alan Semonian and are not services of Raymond James.
Education:
Bachelor's degree in finance from Walsh College with an investment concentration in portfolio theory and holds Series 7 and 63 licenses
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.
