LOU D'ANGELO BECOMES MEMBER OF THE INSTITUTE OF INVESTMENT MANAGEMENT CONSULTING AT RAYMOND JAMES
Pittsburgh, PA – Lou D’Angelo, President at D’Angelo Financial Services and Financial Advisor with Raymond James Financial Services was selected to become a member of the Institute of Investment Management Consulting (IIMC) at Raymond James. The Institute was developed to help financial advisors drive success in their consulting practices through educational programs, ongoing communications forums and networking with other financial advisors. The IIMC curriculum provides these advisors with advanced knowledge and concepts commensurate with many high level institutional money management consultants. IIMC members are selected based on their demonstrated commitment to pursuing a consulting approach in managing and growing their practices.
D’Angelo attended a 3-day certification program covering essential investment management consulting topics such as asset allocation, manager selection and portfolio construction. The curriculum culminated in an examination that required advisors to apply the major concepts covered during the program to client situations. By successfully completing the program and examination, Lou D’Angelo earned the designation of Investment Management Consultant.
Lou specializes in financial planning, investment management, investment income planning, education planning and retirement planning for Families, Pre-Retirees, Retirees, Small Business Owners and Corporate Executives.
About Asset Management Services
Asset Management Services (a division of Raymond James & Associates) offers comprehensive asset-management services and products for financial advisors of Raymond James. Managed products include the industry-leading platforms of Raymond James Consulting Services and the Freedom program. Wrap-fee programs include the Passport and Ambassador programs.
Raymond James Financial Services
Raymond James Financial Services, Inc. is a financial services firm supporting more than 3,200 independent financial advisors nationwide. Beginning in 1974, Raymond James Financial Services has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a financial services holding company with more than 6,200 affiliated financial advisors serving 2.5 million individual, family and corporate accounts throughout the United States, Canada and overseas. Total client assets under administration are approximately $441 billion.
For additional information, please contact Danna Bermudez, Client Services Manager at 412-366-8740.
D’Angelo Financial Services is independent of Raymond James. Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC