Lee has been in the financial services industry for over 20 years, working for companies such as Advest, Inc and Merrill Lynch before finding his place at Raymond James. He studied Industrial Technology at University of Lowell, MA and has his Series 7, 63, and 24 exam qualifications. He is on the executive board of Iroquois Trail Council BSA and is the past master of the Lockport Lodge # 73 F&AM.
Samantha is a born and raised Lockport, NY native. She has her Associates of Science degree from Niagara County Community College and Series 7 and 66 exam qualifications. She is currently in the Advisory Master Program through Raymond James and is very excited to progress and help people reach their financial goals.
In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States.
Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.
A bright start to 2013
Raymond James began 2013 with an important achievement – in January, the company reported its 100th consecutive quarter of profitability.1 Hear what Tom James, our executive chairman, had to say about this accomplishment.
By the numbers*
- Over 6,200 financial advisors
- 2.5 million client accounts
- Over 2,500 locations throughout the United States, Canada and overseas
- Approximately $436 billion in total client assets
It's been our privilege over these past 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.
*As of 10/23/2013
1 Past performance is not indicative of future results.