Brad Welch & Raymond James Committed to the Highest Standard.

Client Relations are Built on Trust and Honesty – Brad has Proved this to his Firm, Community, and Clientele for over 25 Years

• Brad graduated from Duke University in just over three years with an Economics Degree, while playing varsity tennis. He went on to complete the Security Industry Association's three-year Executive Program at the Wharton Graduate School of Business and the College for Financial Planning's CFP (Certified Financial Planner) Educational Program.

• Brad affiliated with Raymond James in 1991 focusing his financial planning and investment management practice on high net worth business owners and professionals.

• Brad Welch's average account size is over $1 million and since 2005, he has more than tripled his assets under management by obtaining new clients.

• Brad's practice is built on a solid foundation of excellent investment results, client service, in-depth industry knowledge, and absolute integrity

Raymond James

• In March 2008, Forbes magazine listed Raymond James as the only investment services firm among the large-cap and mid-cap companies in its 2008 ranking of “America‘s Most Trustworthy Companies.” The Forbes rankings are compiled by financial analytics company Audit Integrity after it assesses companies for the integrity of their operations.
• In July 2008, Raymond James ranked “Highest in Investor Satisfaction with Full Service Brokerage Firms” in the J.D. Power and Associates 2008 Full Service Investor Satisfaction Study^SM. The results are a demonstration of the very high level of service we strive to achieve.
• Raymond James is one of the largest investment banks in the United States.
• Raymond James was ranked #1 in Barron's ranking of brokers' stock recommendations for the twelve months ended June 30th 2008.
• When asked why he chose RJ, Brad explains, "outside of New York City, where can a financial advisor own his own financial planning business while at the same time have access to a top national firm that is in your back yard"? RJ headquarters is an invaluable resource for our clients which is located just twenty minutes from our office.

The Forbes rankings for “America’s Most Trusted Companies,” are compiled by financial analytics company Audit Integrity after it assesses companies for the integrity of their operations. The Forbes rankings for the “400 Best Big Companies in America” are based on stringent criteria including accounting and governance ratings, revenue, positive equity, long-term earnings growth and debt-to-capital ratios.

Raymond James received the highest numerical score among full service brokerage firms in the proprietary J.D. Power and Associates 2008 Full Service Investor Satisfaction Study^SM. Study based on responses from 4,528 investors measuring 19 investment firms and measures opinions of investors who used full-service investment institutions. Proprietary study results are based on experiences and perceptions of consumers surveyed in April-May 2008. Your experiences may vary. Visit jdpower.com.

For the twelve months ended June 30th 2008, Raymond James recommended61 securities through its Focus List. Of these 28 advanced and 33 declined. Performance includes dividends and a 1% trading commission on additions and deletions. The Focus List returned -2.9% during this period, whereas the S&P 500 returned -13.1%. The S&P 500 is an unmanaged index of 500 widely held stocks. Investors cannot invest directly in an index.Individual results will vary and an investor would incur commissions (and interest charges if transacted in a margin account) to transact these recommendations. A complete record of all Focus List recommendations during this period is available upon request.The results presented should not and cannot be viewed as an indicator of future performance.The market value of securities fluctuates and investors may incur profits or losses.

Assisting High Net Worth Individuals
Achieve Their Financial Goals

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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