Always in touch with our clients and their lives
Every time we buy or sell an investment on behalf of our clients, we call them to get their approval. Our clients appreciate it because they always know what is going on with their investment portfolios. We find great satisfaction in their appreciation, but also enjoy each opportunity to build upon the deep personal relationships we have with our clients.
In addition to these regular calls throughout the year, we also meet with each client on an annual basis to review their accounts in depth and discuss any changes in their lives that may prompt us to revise their plans or portfolios.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
THE WAY WE THINK AND THE WAY
WE SERVE YOU
MAKES ALL THE DIFFERENCE
IN THE WORLD
Custom portfolio management
A century of combined experience
More connected to your wealth
Depth of capabilities
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.