You’ll find the resources of a national leader right here at home.
When it comes to your financial future, there’s nothing like knowing you have the support of a firm with powerful resources and international reach – except knowing you’re getting that support with the insight and experience of a hometown team.
You’ll find both at the Westlake, Ohio, branch of Raymond James – everything you need to plan for where you’re going and a team of professionals who know exactly where you’re coming from.
Bill Theis, Jr.Complex Manager
Senior Vice President, Investments
Steve MachovinaBranch Manager
First Vice President, Investments
Rachel WilsonComplex Administrative Manager
John F. JohnsonSenior Vice President, Investments
Kristin OstrumSenior Registered Sales Assistant
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.