About UsOur basic philosophy is to always put clients first, above all else. By doing this, we take time to understand each client’s needs, goals and attitudes toward investing. We work hard to earn your trust and confidence, and, more important to keep it. We monitor client portfolios regularly and suggest suitable adjustments based on the client’s objectives and overall market environment. With the vast resources of Raymond James, we are able to meet a range of financial needs. We use a wide range of private money managers for substantial accounts, and we build well-balanced stock, bond and mutual fund portfolios through asset allocation. In addition, we specialize in retirement planning, offering traditional IRAs, Roth IRAs, 403(b)s, SEPs, SIMPLE IRAs and 401(k)s. We also offer life insurance, disability insurance, long-term care insurance, variable and fixed annuities, and college planning (529). Our committed and experienced staff handles the execution and processing of transactions promptly. We seek to provide exemplary service and responsiveness to our clients' requests. We are all committed to the communities in which we live and work. This commitment is demonstrated by our time and talents given in support of the Lake Norman Chamber of Commerce since 1996, the March of Dimes, American Mensa, the Mallard Creek Optimist Club, the Albemarle Optimist Club, the Cougar Club Organization for Cannon School, the Family Crisis Council of Salisbury, and others.
With more than 20 years of investment and financial planning experience, Dean Williamson helps his clients grow and preserve their wealth to prepare for retirement. By taking the time to listen and understand their goals, he develops strong client relationships that better enable him to meet their needs. As an advisor with Raymond James Financial Services, Dean has the unique ability to tailor his services to a variety of client objectives. "Raymond James gives me access to the tools and investment alternatives to help me provide the highest level of personalized service," he explains. "Best of all, I have the freedom to make investment recommendations based solely on my clients' best interests." An experienced financial professional, Dean holds numerous professional designations and securities licenses. In 2010 he became board certified as a CERTIFIED FINANCIAL PLANNER™ professional. He is a registered principal, registered options principal, registered investment advisor representative, municipal fund securities principal and managed futures principal. In addition, Dean has been named to Raymond James' President's Club and Leaders' Council - honors extended to financial advisors who have shown outstanding, ongoing commitment to serving their clients.* Dean earned his bachelor's degree from Kenyon College in Gambier, Ohio, with concentrations in economics and mathematics. Originally from Davidson, North Carolina, he now resides in Huntersville with his wife, Elizabeth, and their two daughters, Victoria and Iva. When he's not working with his clients, Dean enjoys water skiing and biking. He is also a collector car enthusiast. To learn how you can benefit from Dean's experience and financial planning expertise, please contact him today.
David Schiff joined Raymond James Financial Services after beginning his career as a financial advisor with Morgan Stanley Dean Witter. His licenses include the Series 7, Series 66, Series 31, and life and health insurance. A native of upstate New York, David attended Charleston Southern University where he majored in both economics and business administration. As a member of the Charleston Southern golf team, he competed at the Division I level. David believes that every investor’s trust deserves his dedication by identifying and learning each client’s unique needs and objectives. By understanding the client's desires, he can provide a complete, professional solution for investments, insurance, estate, education or retirement planning. David resides in Huntersville, where he is available to address his clients' individual concerns, both in and outside North Carolina.
David P. Coss is an attorney. He is also a financial advisor with the firm of Raymond James Financial Services, Inc. David was born and raised in the northeastern United States. He is a graduate of The State University of New York and Wake Forest University School of Law. Upon graduation from law school, David practiced law in Winston-Salem for two years, then he and his family relocated to Charlotte. After nine years in the private practice of law, David entered the financial services business. He works with both individuals and businesses in all areas of financial planning and investing, with a special emphasis on retirement planning, asset allocation and estate planning. David and his wife, Elizabeth, have two children and are members of the University City United Methodist Church in Charlotte, North Carolina. David is active in the Charlotte community as a volunteer for Mecklenburg County Bar-sponsored programs with school children, as a coach for several children’s sports and as a fund raiser for the Special Olympics.
Tom Oddo earned a Bachelor of Arts from Davidson College and has 20 years of experience as a financial advisor. Originally from Cleveland, Ohio, he made Davidson his home after graduating. Tom’s primary focus is helping clients build and maintain an appropriate investment portfolio for their individual needs, including asset allocation and wealth accumulation, estate planning, life insurance, and long-term care. Tom also has experience with investment planning for clients who are going through divorce. As the prior head wrestling coach at Davidson College, Tom continues to be actively involved with the school. He teaches in the athletic department, operates the game clock during football season and is involved with game management. He also volunteers in the community with various organizations. He enjoys wrestling, racquetball, running, tennis, golf and cooking. He also enjoys the fine art of wine making. Tom is a member of Davidson United Methodist Church and has a son, Sam, and two daughters, Sarah and Laura.
Alan F. Burke, CPA has been a financial advisor with Raymond James Financial Services since 2002. He is a native of Salisbury, North Carolina, and has a bachelor’s degree from Appalachian State University in accounting. Alan has been a licensed CPA since 1986, and has operated his own full-service public accounting firm since 1989. He holds Series 7, Series 63 and Series 65 licenses as well as his life and health license. Alan’s public accounting practice in Salisbury provides tax planning, business consulting, business succession planning, as well as traditional accounting services including bookkeeping, payroll, financial statement and tax return preparation. Personal financial planning and investment management services are provided to individuals and owners of closely held businesses. The focus of the business is helping clients make decisions about their investments, employer sponsored retirement accounts, rollovers, and managing clients' assets to achieve their wealth and income goals. Alan is married to Lori, and has two daughters, 15-year-old Madison and two-year-old Olivia.
Donald L. Osborne has been a financial advisor with Raymond James Financial Services since 2002. He grew up in Jamestown, North Carolina, and has been residing in Salisbury for 10 years. He earned his undergraduate degree from High Point University in 1987, majoring in business administration and economics, and has completed the required course work to qualify as a CPA candidate. Donald is married to Kim, and their daughter, Jordan, is six years old. When not at the office, Donnie and his family can be found enjoying boating and water sports on Lake Tillery in Albemarle.
Merle Harrington was born in Merle has been in the investment industry as an advisor since 1987 and has been with Raymond James since 1992 with the exception of a short period with Wachovia Securities. He also served on the board of directors for Salisbury Wachovia Bank for 21 years. Merle is a veteran of the Korean War, where he served in the Air Force. He and his wife Ann are members of the
Jason has more than 10 years of investment and financial planning experience. Jason uses his experience to work with his clients and help them grow and preserve their wealth and prepare for retirement. By taking the time to listen and understand their goals, he develops strong client relationships that better enable him to meet their needs. As an experienced financial professional, Jason holds numerous professional designations and securities licenses. He is a CERTIFIED FINANCIAL PLANNER™ Professional, Certified in Long-Term Care, registered investment advisor representative, and holds a Series 7, Series 63, Series 65 license, along with a life and health insurance license. Jason graduated from East Carolina University with a bachelor of science in business administration with a concentration in Financial Services. He earned a full athletic scholarship from East Carolina and was a member of the Pirates football team. Jason and his wife Heidi live in China Grove and have a daughter, Raegan. Jason is active in the sport of archery and hunting. He is a member of First Evangelical Methodist Church, Eureka Masonic Lodge #283, Rowan County Shrine Club, Oasis Shrine Club and Delta Waterfowl Association.
Mr. Neal has worked in the financial service industry for over 16 yrs. After graduating from the University of North Carolina at Chapel Hill with a Bachelor's in Business Administration and a Master's in Taxation, he started his career in public accounting for one of the Big Four accounting firms. After nine years in public accounting, he went into financial planning with Merrill Lynch for five years. He currently holds his CERTIFIED FINANCIAL PLANNER™ certification and has passed the CPA examination. He lives in Huntersville with his wife and three daughters. Mr. Neal is a board member with Pine Lake Prep Charter School and Johnston YMCA. He has also been a board member with Lake Norman Charter School. Mr. Neal is actively involved with his church, Davidson United Methodist.
Ed, in his fifth year in the financial services industry comes to Williamson Wealth Group from Morgan Stanley Smith Barney. He holds Series 7, 66, Life, Health, Variable Annuity Insurance and Long Term Care licenses. Ed is a Charted Retirement Planning Counselor, CRPC®. His focus is establishing and building client relationships by providing client focused investment and retirement planning. Ed offers clients sound investment counsel based on research, intellect and hard work. Whether you are beginning a relationship with our firm or broadening an existing one, we think you'll see that we offer unique advantages to you as an investor. Ed graduated from Ithaca College with a B.S. in Health Care Administration and he received his MBA in finance from the University of North Carolina Chapel Hill.
John Phillips has been in the financial services industry for over 13 years with several organizations including; Merrill Lynch, Wachovia, TIAA CREF and LPL. He holds a Series 7 and Series 66 licenses. John graduated from the University of Delaware in 1996 with a Bachelors degree in Economics. His focus at Raymond James is working with existing and new clientele in developing financial relationships.
Mary Ellen Werts came to the Lake Norman branch of Raymond James Financial Services in 2001. She is a graduate of the University of Georgia, where she earned her Bachelor of Science in marketing and interior design. Mary Ellen works in all areas of branch services with a focus on cash control, new accounts, client services and compliance. Mary Ellen and her husband live in the Lake Norman area and have two daughters, Maren and Kara. Her special interests include interior design and special-event planning.
Marie Davis has many years of experience in the financial services industry. She is a native of Charlotte and a graduate of King’s College. Marie began her career in the trust department at Bank of America, and then worked at Provident Mutual Life as a pension representative servicing group annuity contracts. Prior to coming to Raymond James Financial Services in 2004, she was an account executive with Diversified Investments Advisors, where her focuses were 401(k), 403(b) and deferred compensation plans. Marie works in all areas of the branch including operations, compliance, client service and recruiting. Her personal interests include volunteering with Habitat for Humanity, hospice and the women’s shelter. She also enjoys spending time at the beach with her family, friends and pets, as well as cooking and gardening.
Kay Collins is a native of Roanoke Virginia. She attended Virginia Western Community College & took a job transfer to Charlotte in 1998. With her 15 year position in the property insurance business, being in a role as receptionist at Raymond James is a welcomed change. Prior to coming to Raymond James Financial Services in 2011, she worked in the financial billing office for the Catholic school system and has also been an Office Manager for Financial Advisors focusing on retirement planning. 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 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. |
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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. © 2012 Raymond James Financial Services, Inc., member FINRA / SIPC Privacy Notice
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16315-A Northcross Drive
Huntersville, NC 28078
Phone: 704-892-1012
Fax: 704-892-2445
Toll-Free: 800-531-3660
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