I have 25 years of business and consulting experience that I bring to my role as your financial advisor. I have owned and operated businesses in the food service industry, commercial and residential real estate, laundry and dry cleaning and transportation industries, as well as, consulted in the construction industry. I have served on committees and foundations and been an elected official in my hometown of Briarcliff Manor, New York.
After graduating from Colgate University in New York, my wife Connie and I raised our three children (Jeff, now getting a degree in Education from Temple University, Carly, a certified yoga and Pilates instructor–like her Mom, and Billy, a 2010 graduate of Manatee High) in Westchester County, New York, until moving to Bradenton, Florida in 2004.
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.