Our Approach
The hallmark of our practice is we listen. We take to heart what our clients tell us. Most importantly, we want to know what are our clients’ expectations from their financial advisor as well as their expectations for their financial future.
Combining over 36 years of experience with new perspectives and utilizing the many resources at Raymond James, B & B Financial Partners offers our clients a full range of investment ideas and financial planning services.
We encourage our clients to engage with us in a collaborative manner working to fully develop their financial plan. We pride ourselves on attention to detail and the highest level of customer service.
Our approach to investing is not wedded to any one particular methodology. We believe in investing for the long term and encourage our clients to think that way At B & B, we recognize that the economy and the markets are constantly changing. We also recognize that our client’s lives and goals may change. We ask our clients this simple but hard to answer question: where do you want be in 3 years, 5 years and 10 years? The answers they provide help us to understand their life goals and formulate a personalized financial plan.
Four ways to teach your kids about business
Set them up for professional – and personal – success.
Direct indexing: An innovative and customizable capital markets strategy
Callable bond considerations
One big, beautiful missed opportunity
Where are the economy and equity market heading next?
Tailor your taxes for retirement
Enhance your corporate giving strategy with a donor advised fund
Saving for K-12 education with a 529 plan
Fixed Income In Focus: 2025 Mid-Year Recap
- B and B Financial Partners
- 120 S Riverside Plaza Ste 700 Chicago, IL 60606
- T: 312.869.3800
- TF: 800.543.5304
- F: 312.869.3838
- Map & Directions
- Map & Directions
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 our office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use