John Mcdermott, Cfp® Email & Phone Number

My clients take a long-term approach to investing, value working with an advisor, and require access to a robust service platform. I focus on defining clients'​ financial goals in terms of time and value, investment portfolio construction, identifying whether clients have the capacity to reach their goals, lessening the impact of taxes, transferring assets to heirs, and mitigating financial risks. Closely held business clients value my services provided to retirement plan participants, retirement plan due diligence, and cash management capabilities.PROFESSIONAL HIGHLIGHTS:• CERTIFIED FINANCIAL PLANNER™ (CFP®) --------------------------------------------------------------------------------------------------------------------------------------------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*Certified Financial Planner Board of Standards Inc. own the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Listed skills include Retirement Planning, Personal Financial Planning, Strategic Planning, Company Stock Options, and 6 others.