About Us
John chose Raymond James & Associates for Bahr Advisory Services because both place a priority on personal attention and client service. John has been serving clients for over 18 years with a distinctive combination of education, training, expertise and personalized service. John specializes in retirement income and estate planning. He serves the needs of clients over the age of 50 concerned about retirement, affluent individuals who want to leave a legacy, and successful small business owners who want a transition strategy towards retirement. His clientele is primarily in the Triangle and Pinehurst, but his practice is national in scope. He is active in the community and is the President of Triangle Professionals and he is active on non-profit boards. He has been teaching martial arts for over 25 years. John, his wife, Elaine, and children, Molly, Mack and Miller, live in Durham, North Carolina.
Kris strives to ensure that our clients receive premier service. Kris will book appointments for you and explain statements. She is the first person you should call if you have any questions about your account. Kris is a twelve-year veteran of Raymond James. She is a Minnesota native, was a political science major at the University of Minnesota and worked previously as a licensed representative at a nationally known insurance company. She and her husband, David, have two sons and are renovating an old house in Durham. Kris believes passionately that your money should work for you, so that you can work for your family and humanity. She is dedicated to service and your financial independence. About Raymond JamesRaymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney. For more information, visit raymondjames.com. SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return. |
|
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. © 2011 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC Privacy Agreement |
1380 Environ Way
Chapel Hill, NC 27517
Phone: 919-918-4880
Fax: 866-522-9693
Toll-Free: 888-228-0931
Cell: 919-414-9092
Contact Us
|
|