As financial advisors based in the Petoskey, Harbor Springs, Charlevoix area as well as Fort Myers, Florida, our mission is to listen to our client's personal situation, past experiences, and most importantly, THEIR goals for the rest of their life. Next, we draw on our 45 years of experience and creativity to provide clients with suggestions and strategies to formulate a financial plan designed to achieve their objectives. Through Raymond James we have access to a wide array of quality investments and the latest information and specialists to customize an investment plan for them.
We strive to present information in a straightforward, understandable manner so that our clients can determine the most appropriate options available for their portfolios. Our assistants, Kathy Elya, Maureen Owens and ourselves try to service our clients needs so that they don't have to worry about how to get something done concerning their accounts with us and their finances. We work to keep things simple for our clients and to keep their accounts consolidated as much as possible to minimize any excess paperwork. We continually consider changes in both the marketplace and in our clients' needs, making necessary adjustments to help them. Our team looks forward to providing value added financial service to you and your family.
Our Professionals bring to the table vast experience to draw from when advising our clients. We have two offices to service our client base.
The main office is in downtown Charlevoix on 203 Mason Street. Additionally, we have a satellite office in the central business district of downtown Petoskey located on 434 E. Lake Street.
Our senior partner, Tom Bickersteth, has been in the financial services business since 1969 and has been affiliated with Raymond James since 1975.
Doug Brown has over 30 years on his resume as a financial advisor. He has been a member of the Raymond James family for 10 years.
Administrative assistant, Kathy Elya, is no beginner either with 27 years of service in the banking/investment business. Kathy, was employed at a major bank branch in Petoskey working in their trust department for more than 12 years before coming to Raymond James in 2008. She is the office manager of our Petoskey location.
Administrative manager in our Charlevoix office, Maureen Owens, our newest team member comes to us with an accounting and bookkeeping background. Maureen comes to us from the accounting department at McLaren Northern Michigan. Earlier in her career she was a member of the staff at what is now Chase Bank in Petoskey. She too is a key member of our team giving a warm welcome to our clients entering the Charlevoix office or calling our office there. Tom and Doug rely on her organizational skills to assist them with client service issues.
Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.