We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Our mission is to help our clients achieve financial independence through professional advice, individualized planning, sound risk management, quality investments products, and personal efficient service. As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes and preferences, your dreams and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.
As our client you have access to the full array of products and services offered through Raymond James. With more than thirty five years of combined experience in the financial industry, our guiding principle is to put our clients at the center of everything we do.
Please take some time to review our entire site. We have a wealth of information available to you including market commentary from Raymond James' top analysts, news and events, newsletters, our personal bios, services offered, account options, and much more. Thanks for visiting.
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.