Trust is one of the tools we’ve implemented to ensure continuous improvement. It helps us stay on the cutting edge of change – in addition to bringing you deep experience of a local team, attentive service of a small firm, and the breadth of resources and capabilities of a large corporation. And, it guides us as we seek to deliver a higher value service to you and live out the firm’s core-values of trust, integrity and leadership.
We strive to ensure a quick and accurate response to our client’s inquiries and service needs, year after year. Consistently, we show personal attention and genuine understanding of their needs. In 2016, our Client Service Representative, Martha Gilpin, received the Branch Professional of the Year Award at the Raymond James National Conference in recognition of her outstanding accomplishments in this area.*
Advanced technology enables you to have a holistic view of all your assets. This platform enables us to help you with a single plan across all your finances. Often it’s the added strategy advice that proves to be just as valuable as the investment consulting.
Recommendations have always been based on what is in your best interest and not a function of compensation. We have been a fiduciary from the start of our operation. The “Client First” mantra is what we believe has fueled your introductions of others to our team, accounting for much of our growth over the years.
*The RJFS Outstanding Branch Professional Award is designed to recognize support professionals in RJFS branches who contribute to the success of their advisors and teams.