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420 Throckmorton Street Suite 830 Fort Worth, TX 76102 Phone: 817-336-2112 Fax: 817-332-7297 Toll-Free: 800-311-4558 Contact Us
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Mission StatementAs a Financial Advisor dedicated to providing personalized service and honest advice to my clients, I strive to know each of my clients personally. I will listen to you so I can truly understand your needs. I will then work with you to create a customized plan designed to help you achieve your goals. This disciplined approach to investing is focused on the long term and includes asset management, proper diversification, and wealth accumulation strategies. Foremost, my intentions are to make each of my clients feel like they are family and invest their money as if that were the case. 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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