Mike Bess has been serving the financial needs of individuals and their families for more than 19 years. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable strategies for every element of the wealth management equation.
As your financial advisor, Mike takes a comprehensive approach to addressing your financial needs. After getting to know you and to fully understand your investment objectives and your tolerance for risk, Mike works closely with you to develop a customized financial plan designed to pursue your long-term financial objectives.
Raymond James’ extensive resources include professionals in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Mike works diligently to help you develop both your personal financial plan and a detailed investment strategy. Mike’s planning-based approach is designed to help you pursue current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and strive toward your long-term financial goals.
Prior to joining Raymond James in 2024 Mike worked for Wells Fargo Advisors for 14 years. Away from the office, Mike enjoys camping, fishing, baseball and traveling with his wife, Angie.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.