Senior Vice President - Investments at Raymond James. I have built my business by creating long-lasting relationships and providing goals based financial planning advice for the last 30 years. Understanding a clients goals and risk profile is what enables my team to provide clear, personalized investment strategies that help our clients successfully pursue their dreams. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which… Show more Senior Vice President - Investments at Raymond James. I have built my business by creating long-lasting relationships and providing goals based financial planning advice for the last 30 years. Understanding a clients goals and risk profile is what enables my team to provide clear, personalized investment strategies that help our clients successfully pursue their dreams. 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.htmRaymond James & Associates, Inc., Member New York Stock Exchange/SIPC Show less

I have been providing advice to clients for more than 20 years. I build my business on long-lasting relationships. By understanding my clients’ goals, I am better able to provide them with clear, personalized investment strategies that help them pursue their goals while at the same time keeping them within their risk profile. Wells Fargo Advisors is a comprehensive financial services firm, committed to helping individuals improve their opportunity for long-term financial success. Our… Show more I have been providing advice to clients for more than 20 years. I build my business on long-lasting relationships. By understanding my clients’ goals, I am better able to provide them with clear, personalized investment strategies that help them pursue their goals while at the same time keeping them within their risk profile. Wells Fargo Advisors is a comprehensive financial services firm, committed to helping individuals improve their opportunity for long-term financial success. Our customized programs are designed to help grow and conserve wealth by delivering an unprecedented level of personalized service and experience. Show less