Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.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 your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

Brian began his career in the Financial Services Industry at UBS in January of 2005 as an intern that worked up into an Investment Associate position with the Sherman Sobin Group. He then made the transition with the Sherman Sobin Gorup to Morgan Stanley in November of 2007 and concentrated on Client Services and achieving the *CFP® Designation in 2010. As a Wealth Management Associate and Financial Planning Specialist, Brian aimed to be a critical piece of a holistic Wealth Management experience that is offered by the Sherman Sobin Group at Morgan Stanley.Areas of focus: Financial Planning, Investment Strategies, Alternative Investments, Cash Management, Point and Figure Charting