As a financial advisor, my mission is to provide my clients with the knowledge and expertise they need to make educated financial decisions. In order to accomplish this, I combine my extensive experience in the financial services industry with personalized investment alternatives and the latest information and technology available.
I strive to present information in a straightforward, understandable manner so that together with my clients, we can determine the most appropriate options available for their portfolios. I constantly consider changes in both the marketplace and in my clients' needs, making necessary recommendations and\adjustments to help them.
Chairman’s Council membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually.
Your Rights as a Client:
Click here to read the Raymond James Client Bill of Rights