My mission since 1986 has been to help my clients clarify and achieve their unique financial goals by managing their assets, preserving their wealth and planning for their retirement.In order to accomplish this, we utilize state-of-the-art financial and retirement planning tools to create “living financial plans” that create clear and measurable paths to achieving their goals. Our emphasis on personalized service helps our clients accurately identify their current financial situations, develop streamlined flow charts to help reach their goals, and work in collaboration to monitor key plan variables that help in achieving their success as identified in their living plans. 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.
Listed skills include Investments, Financial Advisory, Securities, Asset, and 1 others.