My Investment Process:
• Work together to understand the needs and goals of my client and to establish investment objectives for and with the client.
• Analyze their financial position, risk tolerance and developing an appropriate Asset Allocation.
• Deliver a plan of action to the client, educating them on all investment vehicles so their investment decisions can be made with greater confidence.
• Work with the client to invest assets prudently and review the account continuously, reallocating when necessary based on market conditions and revised client needs and objectives.
• I ask that the client give me the same commitment in regards to working together to reach financial goals, and also ask that they ignore day-to-day changes in the market in favor of long-term portfolio goals.
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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