Wealth Management and Golf both require experience, patience, and discipline to help keep you moving in the right direction. As your Financial Advisor I will help you balance your mathematical & emotional decisions to help you enjoy the freedom and choices that wealth can provide. Before upgrading my Wealth Management practice to Raymond James in early 2025, I was in Wealth Management for nearly 12 years with one of the largest banks in the world. There is a Big Positive Difference here at Raymond James. Raymond James is a top tier wealth management firm, not a bank. We have a bank, and my clients have enjoyed our banking and lending services, but our wealth management focus and financial planning capabilities make the difference. When you see someone from Raymond James Wealth Management on the television, they are on the financial news discussing the global financial markets, not talking about overdraft fees or 2% cash back credit cards. Everyone here at RJ is using their expertise to help me help you. Here it is a team approach that helps me provide you with a broader scope of experience and confidence.