- Corporate retirement plan advisory- Portfolio management - Investment planning- Retirement Planning- Private placement/alternative investments- College planning- Estate planning

I work closely with the other advisors in preparing reviews, financial plans and product analysis. I am also responsible for establishing client accounts and generating various internal client and management reports.*Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC**McFawn Financial Services Group, LLC is independent of Raymond James Financial ServicesFor important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.

Liaison between home office departments and the branch offices to research and resolve escalated issues regarding clients' accounts.Address inquiries pertaining to operational policies and procedures and relay policies that govern the procedures handled at the retail level.

Worked with branch personnel to understand and resolve complicated problems and request.Trained and developed new associates.Reviewed, maintained and serviced customer account records. Maintained records of accounts as required by regulatory bodies and departmental procedures.