What is most important when choosing a financial team? Experience? Credentials? Certainly. But above all, we say integrity. By this we mean a team that puts client interests ahead of their own - as in, a team that selects investments by how well they meet objectives, not quotas.
At Gearhart and Associates of Raymond James, we place our clients first and have their best interest at heart. Our ongoing goal is to provide reasonable returns with less risk, lower taxes, and competitive fees.
Raymond James gives us the freedom and flexibility to offer unbiased, objective advice based solely on individual financial well-being. We want our clients to be confident in knowing they are receiving valued, trusted advice for all aspects of their financial life.
*Chairman's Council membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually since prior membership is no assurance of future membership.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.