Suncoast Wealth ServicesAn Independent Firm
Financial Advisor Services

Mission Statement

As a financial advisor, my mission is to provide clients with the knowledge and expertise they need to make educated financial decisions. In order to accomplish this, I combine my experience in the financial services industry with quality investment alternatives and the latest information and technology available.

I strive to present information in a straightforward, understandable manner so that together with my clients, we can determine the most appropriate options available for their portfolios. I constantly consider changes in both the marketplace and in my clients' needs, making necessary adjustments to help them.

Your Rights as a Client:

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Click here to read the Raymond James Client Bill of Rights
Financial Advisor Image
Robert Fox CERTIFIED FINANCIAL PLANNER™ Chartered Life Underwriter President, SWS
4111 Land O' Lakes Blvd.
Suite 303A
Land O' Lakes, FL 34639
Phone: 813-929-9554
Direct: 813-949-3800
Contact Us

Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC

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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