Erin Tomlinson is an independent financial advisor with Raymond James Financial Services, one of the nation’s largest and most respected brokerage firms with nearly 2,100 offices in the U.S. Erin has also completed the Raymond James Financial Retirement Plan Consultant program, a four-part series geared toward advanced retirement planning and is licensed to sell life and long-term care insurance. She, in many ways, epitomizes the financial planning tradition of Raymond James Financial Services. Erin’s clients come first.

Tomlinson begins a client relationship by helping them define their investment objectives and risk parameters. Erin believes financial management is more than just selecting the right investments. Tomlinson creates a personalized strategy and investment plan for her clients. First, she will review your present financial situation as well as your plans for the future. Then she will evaluate your current investments to determine how they meet your specific needs. Additionally, she will work with your CPA and/or attorney to structure investments to coordinate with tax saving strategies. Dedicated to the Raymond James Service 1st philosophy, Erin and her support staff focus on attaining her clients’ financial objectives while providing the highest quality of service possible. She believes that personalized service and commitment are integral in creating lasting client satisfaction. Erin is always accessible to her clients and communicates with them frequently either by phone, e-mail, or in person. Please call or e-mail Erin today for a personal appointment. She is prepared to spend time listening to you and helping you plan for a more secure financial future.