SInce 1986 Mary McGann has helped her clients build and manage wealth using long-term investment strategies. A graduate of Western Michigan University, she also attended the University of Pennsylvania's Wharton School of Business. In addition to being a financial advisor and senior vice president of investments, Mary is also a retirement plan consultant. “My integrity and driving desire to help investors are why my clients do business with me,” she explains. “I have committed my energy, intellect and knowledge to helping attain the financial objectives of my clients.” Whatever you goals may be, Mary is prepared to put you – and your investment needs – first. For a complimentary consultation or portfolio review call her today, 800-797-6639 or 269-979-3300.
Peggy joined our firm in 2001 after attending the University of Michigan. She is a licensed financial advisor, wealth management specialist and retirement plan consultant. She assists clients in their investment decisions, financial plans and portfolio reviews.
Reneé provides various client services including stock quotes, research requests, tax information and miscellaneous special requests. She is currently studying to become a licensed service associate and is committed to Raymond James' Service 1st standard by putting you and your needs first.
About Raymond James
Raymond 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.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
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.