Global Advisor Group
Trusted Financial Planning for the International School Community – Meet Our Advisors »
Global Advisor Group
Welcome to the Global Advisor Group, your team of Raymond James investment advisors dedicated to serving the needs of the international school community.
Based outside Washington, D.C., in Reston, Virginia, we represent international schools and work with teachers, administrators, and governing bodies. Our advisors bring you almost 50 years of combined experience and work with you on a multitiered level. Our team services with equal commitment the new investor enrolling in his or her very first retirement plan and the school with the multimillion-dollar endowment fund.
We bring you advisors committed to integrity, objectivity, perspective, and deep knowledge of the complex financial planning needs of expatriate Americans and foreign nationals.
Our financial advisors have decades of industry experience and James T. Barnette, Timothy H. Hoffman, Lara Berner Yates, Jackie Gentry and Mark Kuniholm have achieved the CERTIFIED FINANCIAL PLANNER™ professional designation. This certification is awarded to those financial advisors who have undergone extensive training and rigorous testing and who continue to exhibit a commitment to excellence through ongoing education. The CFP® is one of the world’s most recognized financial planning designation.
We also bring you the trusted name and extensive array of investment products of Raymond James. Since its founding in 1962, Raymond James has fostered a culture of consistent leadership and independent thinking that enables its financial advisors and branch professionals to act in the best interests of clients and be innovative in our solutions for them.
That’s what we do every day, everywhere in the world. We welcome the opportunity to exercise our “power of independence” to help you achieve financial well-being and the future you desire.
Who We Are
Your Trusted Financial Partner
Our expert global advisors bring you the specialized knowledge you need to plan for a secure financial future – wherever you choose to retire. Keep Reading »
Services & Plans
Meeting Your Unique Needs
We’re on the scene with a wide array of resources, tailored solutions, and disciplined investment strategies to help you achieve your goals. Learn More »