Our clients sometimes refer to CFP® professional Don Roy as their “financial behaviorist” because he does more than buy, sell, and give advice. Recognizing that even the best laid plans can require a level of commitment that is hard to maintain, he has been a keen observer of what tends to derail people in pursuit of their goals:
This is why he is committed to helping you:
Best of all, Don is able to operate at this high level because he has developed an intimate team of Personal Service Representatives who can handle your administrative questions, concerns, and transactions quickly and competently.
The result? NEWA offers unparalleled customer service at both advisory and administrative levels.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.*Raymond James does not offer tax or legal advice or services. You should discuss any tax or legal matters with the appropriate professional.