With nearly two decades of experience in the investment business and a distinctive professional designation to his name, clients can feel confident with Seth’s financial expertise. Seth, however, feels that a simple handshake is also an important part of his client/advisor relationships. That’s because in today’s digital world, where connections are frequently made though an Internet capable device, Seth feels that a handshake shows the personally connected way in which he likes to work with his clients.
In order to provide a more complete financial planning platform for his clients, Seth joined Raymond James in 2010 after six years as an equity trader. He specializes in institutional-quality asset management and retirement planning, IRA rollovers, 401(k) plans, education savings plans, and risk management/insurance planning.
Seth completed an extensive education program through the American College to earn the credential of Chartered Financial Consultant®. In doing so, he is prepared to help meet the advanced financial planning needs of individuals, professionals and small business owners. He must also meet continuing education requirements and adhere to strict ethical standards.
A graduate of Vanderbilt University with a B.A. in history, Seth has volunteered his time as the President of the Vanderbilt University Chicago Alumni Association and on the board of directors of the Hinsdale Humane Society. He was born in Hinsdale, and, as a native Illinoisan, now enjoys his time with his wife, Laura, in Chicago and Nashville. Outside the office, you’ll find Seth spending time with friends and family, participating in athletics and golf, experiencing the Chicago dining scene and traveling.