Robert Benjamin

First Vice President, Investments

Retirement Plans Consultant

Direct: 269-337-5508

Robert R. Benjamin has been in the financial services industry since 1995, having started his career with Roney & Company under the guidence of his father, Harry C. Benjamin. He joined Raymond James & Associates in 1999 with the merger of Roney & Company. He earned a bachelor's degree from Western Michigan University. He holds Series 7, 63, 65 securities licenses; life and health licenses and has completed the Raymond James Retirement Plan Consultant program in addition to other programs offered through the Raymond James Institute of Finance.

His approach to wealth management is with thoughtful consideration to the circumstances as well as the life goals of his clients. Each portfolio is constructed with the individual in mind, creating a personalized strategy for wealth accumulation, current income needs and/or the efficient transfer of wealth.

Robert is married to Colleen Benjamin, a nurse with Borgess Hospital and has three children, Margaret, John and Michael.

Carole Dalton

Registered Sales Associate

Direct: 269-337-5520

carole.dalton@raymondjames.com

As a registered assistant, Carole works closely with Bob in assisting the needs of his clients. She understands the importance of prompt, courteous service and embodies the "Service 1st" attitude.

Carole has been working in the financial services industry since 1996 beginning with Roney & Co. During her tenure with Roney & Co. she was involved with both back office operations as well as assisting the branch manager. While performing her responsibilities, she was twice awarded the Roney & Co. Employee of the Month STAR award. This award was given to employees who provided exemplary customer service. After the merger with Raymond James in 1999, Carole took on the additional responsibility of Branch Technical Liasion, earning her Level 10 certification in 2001.

Carole achieved the Series 7 license in late 2007 and completed her Series 66 license in early 2008. Carole graduated from Kalamazoo Valley Community College with an Administrative Assistant Certificate. She currently lives in Kalamazoo with her husband, Jason, and their two children, Clayton and Ava.

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.

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