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Carlie Dugan
VP, Director of Financial Services, Danversbank
Financial Advisor, Raymond James
One Conant St
Danvers, MA 01923
Phone: 978-646-0315
Fax: 978-777-7743
Contact Us
Map & Directions www.danversbank.comSecurities and investment advisory services offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC.
Member FINRA / SIPC
- are not insured by FDIC or any other bank insurance,
- are not deposits or obligations of the bank,
- are not guaranteed by the bank,
- and are subject to risks, including the possible loss of principal.
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Mission StatementDanversbank has been dedicated to serving the banking and financial needs of the North Shore of Boston and surrounding communities since 1850. In keeping with this pledge, Danversbank Financial Services, in our affiliation with Raymond James Financial Services, Inc., strives to make a positive difference in the lives of our clients.
Our mission is to create and protect the wealth of our clients. It’s not simply about portfolio holdings and account balances. It’s about your complete life planning.
You should have a wealth management partner who understands you, your dreams and your worries. One who cares about your personal goals, for your family, your business, and your future. Your wealth management partner can help give you confidence in making decisions that not only support your financial objectives but that help ensure you have time and the resources to do the things you enjoy with those you love.
Your Rights as a Client:- Courteous service
- A trustworthy and competent financial advisor
- Suitable recommendations
- Timely transactions at the best available prices
- Full disclosure of costs and risks
- Clear communications
- Comprehensive statements and trade confirmations
- Prompt error and complaint resolution
- Strict confidentiality
| Click here to read the Raymond James Client Bill of Rights |
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