Personal and Business Planning, Both Now and For the Future.
We assist a select group of families, business owners, Retirement Plan Sponsors and executives overseeing their financial affairs. As a Certified Financial PlannerTM professional, I offer a carefully crafted and highly personalized scope of financial advisory services.
27 years financial services experience--Dan began his financial service career in 1985 and soon moved to Raymond James & Associates in 1987. "It was an extremely difficult time for financial markets. I gained a great deal of experience navigating clients through tough financial markets in those early days", says Dan. "From the start I have dedicated myself to constantly improving my skills and knowledge in order to provide clients effective and appropriate advice and service".
Certified Financial Planner TM professional since 1989--Through the College of Financial Planning, Dan received his CFP certification and continually hones his skills with continuing education classes and attendance at numerous financial and investment conference and meetings throughout the year.
Chartered Retirement Plan Specialist SM--Through the College of Financial Planning, Dan received the CRPS® designation demonstrating knowledge and expertise in the field of business retirement plans.
Raymond James Financial Advisors Council* since 1990.--Attained through Raymond James' exclusive coursework and examination process. Only a select few financial advisors earn membership.
Investment Management Consultant, IIMC level II--A certification earned through the Raymond James Institute of Investment Management Consulting, IIMC earned in 2008. Dan went on to successfully completed coursework, classes and examinations for the advanced level II in 2009.
2012 marks the 27 year as a Financial Advisor--As of August, 25 years with Raymond James & Associates after coming from a major Wall Street firm. Dan has committed to his clients through the support and backing of all the vast resources that Raymond James provides.
Carolyn Chisholm, Service Associate with Raymond James for 25 years with 32 years experience--Carolyn is a highly trained and dedicated professional who is not only efficient, but genuinely concerned with providing clients the highest level of administrative service.
Our "You First" motto is not a slogan, it is truly what we are all about.
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*Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually.
Your Rights as a Client:
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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