Smithfield, NC

Mission Statement

As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes and preferences, your dreams and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

Our approach to financial planning is straightforward: we focus on becoming your partner in building the future you desire. As we work together, our advisors will thoroughly explain the investment strategies recommended, so that you’ll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. Our mission is to help our clients achieve financial independence through professional advice, individualized planning, sound risk management, quality investment products, and personal, efficient service.

Smithfield Branch

131 South Third Street
Smithfield, NC 27577
Phone: 919-934-9860
Toll Free: 800-681-9860
Fax: 919-989-6779
E-mail Us

Wilson Branch
4937 NC HWY 58 N
Wilson, NC 27896-7934
Phone: 252-243-7537
Toll Free: 800-681-9860
Fax: 252-243-7527
Map & Directions

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.