Robin makes financial services available through Raymond James Financial Services, Inc., for individuals, trusts, corporations and qualified pension accounts. His highly disciplined approach to equity investing, market evaluation and risk management continue to attract a growing number of individual investors and employee benefit plans seeking to accumulate wealth while preserving capital and controlling risk.
We are dedicated to helping clients individually understand their investment needs and objectives by providing comprehensive financial and retirement planning services through Raymond James. We will not recommend any course of action, or type of investment, until we are fully aware of the clients goals and objectives. Only when we are convinced that the recommended action meets the clients needs, and that they fully understand the reasons for the recommendations, do we proceed. Our investment philosophy is based on a belief that the most important investment decision one can make is not which investment to buy, but rather, how assets should be allocated based upon the investor's attitudes, objectives, circumstances and risk-taking capacity. We believe investing with wisdom and common sense will bring great rewards over the long-term.
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