We chose to work at Raymond James because they adhere to a "Customer Comes First" attitude. Raymond James is a full service brokerage firm that can accommodate all of your investment needs. The home office support, depth of services and expertise to help you is extensive as compared to a small firm.
Our approach is a conservative, "risk management" strategy - the focus is more about protecting funds than hitting home runs. We don't trade or try to time the market - we suggest buying good quality investments and holding them long-term.
We never pressure you to do anything you don't want to do- we see ourselves on your side and help you make decisions that are best for you. When you call us, we will bend over backwards to help you.
Communication is key, so we encourage questions and feedback. We keep you informed and educated on investments.
Helping people reach their financial goals is what we do everyday. You have a good amount of money - we want you to keep it.
In order to provide and maintain a high level of service for our clients, Tom is accepting new clients with investable assets of $500,000 or more, and Steve is accepting new clients with investable assets of $100,000 or more.
Senior Client Service Associate