We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
I want you to know that you now have a dedicated team to provide you with prompt, efficient and courteous service and tend to all of your wealth management needs. I would like to take this opportunity to introduce our team to you.
The first member of our team is the broker/dealer that carries our clients’ accounts: Raymond James Financial Services, member FINRA/SIPC. Raymond James and its 4,000 home office professionals are dedicated to providing us with quality research, service and support. As an independent financial advisor, my alignment with Raymond James allows me to offer you a quality level of client service.
Another important member of our team is Carl Scott, our Registered Principal. Carl assists the Financial Advisors within our branch with supervision and compliance. He is responsible for the organization of our operational structure and the development of our internal office procedures. Carl makes sure that our office is operating effectively and efficiently to meet our needs. He may occasionally contact our clients.
The last member I want to introduce is me. As your financial advisor, my responsibilities include day-to-day management of your investments, along with addressing goal planning needs. My objective is to make sure that our team is working diligently to provide our clients with high levels of service. In fact, our distinct value to our clients is our ability to help them manage their wealth and organize their finances so they can focus on what is important to them. This is my commitment to you.
