Weston Branchof Raymond James

Vision Statement

We are the Financial Advisor’s, Management team, and staff, at the Raymond James & Associates offices in Broward County, Florida.  We embrace a deep and holistic relationship with our clients in discovering and understanding their dreams, and their challenges in achieving them. We provide a specific and detailed plan to help them achieve success based on their unique circumstances.  We constantly monitor progress and offer ongoing advice and recommendations to address the inevitable changes which will occur along the way.  Results matter and we judge ourselves based upon our success in the important role we play in helping our valued clients to realize their dreams.

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

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.

© 2012 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC         Privacy Agreement

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Weston Branch
2500 Weston Road
Suite 200
WestonFL 33331
Phone: 954-385-7600
Fax: 866-206-2608
Toll-Free: 800-261-1035
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