Associate Vice President, Investments
Don has been with Raymond James since January 1997 and has spent all of those years in the Crystal River, Florida branch.
In addition to Don’s Series 7 Securities License, he also holds a Life, Health and Variable Annuity License. He has participated and completed various retirement, estate, trust and financial planning courses offered through Raymond James Financial and various colleges. Don is also a Registered Investment Advisor Representative and follows the fiduciary standard.
Don employs a risk-management investment style with an emphasis on goal planning and monitoring. He is very knowledgeable in the retirement planning process and works with large corporations to assist in educating their employees concerning qualified plan choices at retirement.
In his spare time, Don likes to dedicate time to Voices for Children, golf and fish. He has 4 children and 16 grandchildren. Don has a big heart and especially when it comes to children as he has been a volunteer Guardian Ad Litem for 13 years and also serves as a board member for Voices for Children.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.