With over 26 years of financial experience working with clients to design portfolios that mesh with their risk tolerances while reaching toward their unique financial goals. I believe a disciplined investment approach is necessary if clients are to successfully accumulate funds to support their retirement dreams. I strive to help clients with general portfolio management as well as realize their retirement and estate planning goals.
Inventive and action-oriented, constantly enhancing the level of service that I provide to you. Drawing on the tremendous resources of Raymond James, I provide you with access to nationally acclaimed research, knowledge from our top industry experts, leading-edge technology and a complete array of investment alternatives. I continually strive to put these tools to work in order to provide you with a high caliber of financial advice and support.
I distinguish myself with industry expertise, continually seeking out the knowledge that is essential to providing you with the quality investment counsel and service. Understanding not just the markets or the intricacies of investment vehicles, but something every bit as valuable: I understand how difficult it can be for people to consider the future, accept risks and make hard choices about money. Making me a strong advocate for your long-term financial well-being.
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