Preparing For Your Initial Consultation
If you would like to schedule a meeting, either call our office at 615-778-3223 or click the Contact Us link.
Please note that there is no charge for your initial consultation.
To help our first meeting be as effective as possible, please bring the following:
- Copies of your most recent brokerage, IRA and/or 401(k) statements
- Confidential Data Organizer/Questionnaire
- Copy of last two year's tax returns
- Any important insurance documents
- Copies of Estate Planning documents (wills, trusts, etc.)
The purpose of this initial consultation is to determine if there is a mutual fit. You need to make sure that the services I provide fit your objectives, and I need to make sure these same services will benefit you.
I strive to have a manageable number of clients to whom I can provide amazing service. An ideal client for my practice is someone who is willing to be coachable, courteous and friendly, and whose situation I can address through my experience and investment tools. I look forward to meeting with you and I appreciate the opportunity to help you reach your financial goals.
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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