Global resources, focused service, tailored solutions

Thoughtful service and tailored strategies, with your needs at the center

We believe our differentiators come from:

Knowledge with Experience:

A ‘rocket scientist’, an MBA, 5 professional designations, 50 hours of annual continuing education, over 50 years of experience in multiple industries. Don’t you want a team with world class ideas?

Benevolent wisdom:

Ideas are useless if not applied with wisdom and caring... we do not take shortcuts in being sure our ideas apply to each and every client to improve their situation, no matter where they are in life. Do you feel your advisors act in your interest with care at each interaction?

Access to corporate resources:

Member several exclusive Raymond James’ groups: President’s Club, regional top advisor group, member of Raymond James Retirement Plan Advisory Council (institutional group of less than 100 advisors), and have been on numerous pilot programs for technology since we use it so heavily in our practice. Raymond James is a wonderful place in that it democratizes access to its most sophisticated resources for every advisor. However, we make sure we know where they are and exactly how to access these resources for clients when they need them, including: visits to home office for summit meetings with firm specialists (trust, private wealth, research), access to customized strategies for high net worth investors (private equity, tax driven strategies, structured investments, hedging), access to latest technology, and conversations with investment bankers when eligible.

Connections to local resources:

Additionally, our team grew up locally and are well connected to the community through many business and charitable activities where we have participated for decades. We know resources in Charleston and carefully archive for introductions to clients: attorneys, CPAs, banking, access to business capital for fundraising, charitable causes, business introductions, social networking, various contracting services, medical, etc. Our network is your network.

 

Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. No fee is paid in exchange for this award/rating.
Raymond James' Retirement Plan Advisory Council membership is based on assets under management, number of qualified group retirement plans, designations obtained, and compliance record.   Membership is not an endorsement, is not representative of any one client's experience, and is not indicative of future performance. No fee is paid in exchange for this membership.
Raymond James financial advisors do not render advice on tax or legal matters.  Investing involves risk and you may incur a profit or loss regardless of strategy selected.