The benefits of working with an AIF® designee
Personalizing Financial Freedom
In the Gettysburg Address, President Abraham Lincoln spoke of a sacred responsibility to honor the sacrifices made for American freedom.
Seven score and 12 years later, FourScore Capital Partners of Raymond James co-founders Rob Larmore and Doug Crenshaw echo the call of their forefathers to preserve , grow and distribute the wealth of discerning clients in the name of financial freedom.
“The great task before us is managing wealth to positively affect not only our clients, but future generations and the causes they care about,” says Larmore, CEPA, AIF®, managing director and branch manager. “We honor their sacrifices and hard work by creating personalized, efficient financial plans that make an impact.”
“It’s not just about a client’s money; it’s about their financial freedom and the freedom of future generations,” adds Crenshaw, managing director, senior vice president and investment management consultant. “We see managing money as a sacred task and a tremendous responsibility.”
From Classroom to Boardroom
Before they coached high-net-worth clients, Larmore and Crenshaw were teachers and coaches. Together, they led a middle school football team to a championship two decades prior to founding FourScore.
“As teachers, you learn to make complex concepts simple,” Larmore explains. “Today, we guide individuals and businesses through a smooth and efficient transition of assets, creating generational opportunities in a tax-responsible manner that’s personal and unintimidating.”
Crenshaw echoes the sentiment:
“We get to know each client personally to understand their objectives and come back with a plan shaped by their values and customized to their objectives. It’s rewarding to educate and watch plans come to fruition.”
Strength in Diversity
FourScore’s success is rooted in its team dynamic, which mirrors the multigenerational makeup of its clientele. Clients in their 50s and 60s often have children in their 20s and 30s – and so does the team.
“Clients process information differently, which is why our team is built of different personalities and generational perspectives that help us connect on a deeper level with clients going through similar stages of life,” says Larmore.
This diversity is one of the group’s greatest strengths. Larmore is decisive and analytical. Crenshaw, a former English teacher, brings patience to indecisive clients through concise communication. Ican Osinjolu, CFP®, ChFC®, CLU®, and Jay Connolly, CFP®, are technical-minded financial advisors in their 30s with expertise in estate planning strategies. Allan Gottlieb and Mark Whatley, both in their 60s, offer experience and perspective advising through many different market cycles.
No organization can survive without exceptional operational support. Lamar M. Ware, Jennifer Gallagher and Sutton Larmore are absolutely dedicated to client service and are proactive thinkers in meeting client needs.
“People learn through stories,” says Crenshaw. “We’re all storytellers who, from different perspectives, all draw from past and present clients who have gone through similar situations and use their hindsight to help clients achieve their goals.”
Those stories are more than anecdotes; they’re legacies that offer guidance, inspiration and a reminder that true financial freedom isn’t about wealth – it’s about what that wealth makes possible for future generations.
The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
