Wheeling Branch

Our Client Service Philosophy

We are client-centered Financial Consultants who can help you build the cornerstones of your retirement plan. We focus on each individual's specific situation; assessing risk tolerance, time horizon, and financial objectives. We strive to provide education and extraordinary service with trust and integrity.

We measure our success by the strength of our relationships and the ability to help our clients afford the retirement for which they worked so hard.


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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.

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Wheeling Branch
1144 Market Street
Suite 200
WheelingWV 26003
Phone: 304-233-6600
Fax: 304-214-5389
Cell: 304-281-7951
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