As the most experienced member of the team, Stan brings 37 years of industry knowledge to help clients create the best possible plan to meet their goals. Stan started his career in the securities industry with Thomson McKinnon Securities Inc. in 1980. He joined Robert W. Baird in 1997 as branch manager and financial advisor. He also earned the designation of Investment Management Consultant* through Raymond James in 2010.
He earned his BS in Marketing from the Indiana University Kelly School of Business in 1978. Stan holds the Series 1, Series 5, Series 7, Series 15, Series 63 and Series 8, as well as state health and insurance licenses.
Stan resides in Yorktown with Debbie, his wife of 30 years. They have two adult children, Evan who joined Sursa Griner Wealth Management in 2015 and Amanda, a kindergarten teacher with Yorktown Schools.
*The Investment Management Consultant designation is awarded to those who complete the internal Raymond James Institute of Investment Management Consulting Program.
Each day I look forward to calling on my experience to help clients simplify their financial life for greater control over their future.
Raymond James is not affiliated with the above organizations and/or charitable causes.