Mission Statement

We offer unbiased advice and quality investment alternatives to our clients, because we are dedicated to providing them with the best possible service. It is our intention to serve all of our clients effectively, efficiently and distinctively so that we can help them reach their financial and investment planning goals.

We endeavor to build long-term relationships with our clients, whether they are individual investors, families or businesses. We dedicate ourselves to truly listening to our clients, because that's the only way we can fully understand and help meet their needs.

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

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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Dean Williamson, CFP® Financial Advisor Branch Manager
16315-A Northcross Drive
HuntersvilleNC 28078
Phone: 704-892-1012
Fax: 704-892-2445
Toll-Free: 800-531-3660
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