You’ll find the resources of a national leader right here at home.
When it comes to your financial future, there’s nothing like knowing you have the support of a firm with powerful resources and international reach – except knowing you’re getting that support with the insight and experience of a hometown team.
You’ll find both at the Idaho Complex of Raymond James – everything you need to plan for where you’re going and a team of professionals who know exactly where you’re coming from.
Debra K. RiedelSenior Vice President, Investments
Josh J. Miles, BFA®, CPWA®First Vice President, Investments
Patrick Courtright, AIF®, CRPS®First Vice President, Investments
Chartered Retirement Plans Specialist
Joseph Anderson, CPWA®, CRPC®, CFP®Senior Vice President, Wealth Management
Matt Lyman, CPFA, CFP®®Senior Vice President, Wealth Management
Chris DallenbachSenior Registered Client Service Associate
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.