Experience is his guide. Steve, a first vice president of investments and resident branch manager with Raymond James & Associates for 20 years, believes the team approach is the key to the clients’ success. Steve and his team provide a level of personalized service which is critical in today's environment. Their educative and open approach is refreshing. It helps maintain trust and confidence in their recommendations.

The team is profiled because they are all an important part of the success of client's financial plan. They look for clients who desire long-term relationships with professionals who can help guide them on the path to their financial future. They are focused on providing complete financial planning advice and encourage their clients to use the wide array of services they have to offer.

“Clients are our number one priority and our service will reflect that belief; that is our promise to you.”