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 began her career at Lee’s office in July 2012. She has since obtained her Series 7, Series 66, and Life Accident and Health Insurance License. Samantha is a member of many local community organizations which include; Niagara and Amherst Chambers of Commerce, the Emerging Business Leaders, and Mothers of Preschoolers. She also volunteers her time for Lockport Main Street Inc. and is the Membership Coordinator for Ronald McDonald House Group of Young Professionals. Samantha has her Associates in Business from Niagara County Community College and is currently pursuing her Bachelors of Business Technology Management at Devry University. She is thrilled to have the opportunity to ease financial burdens and is enthusiatic to be a part of creating clients rewarding futures. She presently resides in Lockport, NY where she enjoys learning and growing each day with her son Braeden.
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
- More than 2.5 million client accounts
- Over 2,500 locations throughout the United States, Canada and overseas
- Approximately $447 billion in total client assets
It’s been our privilege for more than 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 1/23/2014
1 Past performance is not indicative of future results.