I have had the privilege of guiding generations of clients through the complexities that accompany wealth. Building your financial strategy is like building a house. My role is like an architect’s – design for beauty, while ensuring durability and flexibility, and assembling experts when and as needed - guiding you on the straightest path to your financial objectives.
From private wealth management to customized estate planning and wealth transfer, the solutions are as unique as the person. Strategies are built based on the impact of life transitions you have or will experience – business owner, divorce, retirement, death of a spouse, married with kids. The mechanisms are the same – investment markets, how to approach choices or assess risk – the process is driven by what is important to you, what resources are available, what threats could impact all that, what is realistic to expect. The result is an investment, wealth preservation and income strategy integrated into your life.
*Lending Services provided by Raymond James Bank N.A. a fully chartered national bank affiliated with Raymond James & Associates, Inc.
"Wealth is the ability to fully experience life."
Henry David Thoreau
Banking and lending solutions provided by Raymond James Bank. Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.
