Wealth is about many things – many successes, many goals, many people – so to effectively build wealth, I serve its many aspects. Through Raymond James, I offer a wide range of comprehensive financial planning and investment solutions to help an array of clients – from families just beginning to accumulate assets and plan for children’s futures to professionals transitioning from successful careers to rewarding retirements.
Retirement Planning
Charting a course for unique retirement goals
Financial Planning
Creating an individual, comprehensive plan for financial success
College Planning
Building a brighter future for a child or grandchild
Estate Planning
Drawing from the past to build a legacy for the future
Asset Allocation
Ensuring that assets are sensibly distributed among investment vehicles
Wealth Management
Managing substantial assets from day to day and over the long term
Mutual Funds
Making the most of investor purchasing power
Stocks
Selecting appropriate stocks for individual needs and ultimate goals
Bonds
Determining if the regular income and tax benefits of bonds are a good fit
Raymond James Bank
We work with banking consultants with Raymond James Bank for your banking needs.
