Our Resources at Your Service….

As our client, we want the service you receive from your team at Berkshire Wealth Advisors of Raymond James to be of the highest caliber. Simply refer to this form anytime you need our assistance. We want you to receive the help you need as quickly and effectively as possible.

Your Financial Advisors: Stephen G. Sykes & Tamara A. Lee

Email Address:

stephen.sykes@raymondjames.com, & tamara.lee@raymondjames.com

As your financial advisors, we can guide you through:

  • Financial and investment planning
  • Asset allocation & portfolio review of investments held within and outside Raymond James
  • Specific goal planning (retirement, college, wealth building, etc.)
  • Information, advice, and trading on stocks, bonds, mutual funds and unit investment trusts
  • Initial public offerings (IPO’s)
  • Fixed and variable annuities
  • Fee-based and managed money services through our Asset Management Service Division
  • Bank services including checking, savings, CDs & lending through our affiliate, RJ Bank
  • Estate planning and trust services through our affiliate, Raymond James Trust, N.A.
  • Life, long-term care and disability insurance analysis/review
  • Supporting your family, friends and colleagues with this same level of service

 

Your Service Associate: Catherine S. Mazzeo

Email:

cathy.mazzeo@raymondjames.com

Please contact Cathy for:

  • Scheduling appointments
  • Account balances, positions and values
  • Research information
  • Deposits, withdrawals, wire and ACH transfers from your account
  • Questions about your statement or other paperwork
  • Updating your information (name or address change, etc.)
  • Tax documents (1099 forms, year-end statements, etc.)
  • Check re-order, check copies, lost checks or VISA card·
  • Setting up Internet access to your account
  • Reserving a space at upcoming seminars or workshops

 

Investors Access via the Web

www.berkshirewealthadvisors.com

Use Investor Access to:

  • View your Raymond James statement and account activity
  • View prior statements
  • Get quotes, news, research and economic outlook
  • Check future dividends and interest due