Managing Director, Private Wealth Advisor
CurrentI specialize in supporting the needs of successful individuals and families, often acting as a sounding board as they make important personal or financial decisions, such as when to sell a business or when to retire. For the past 17 years, I have lectured throughout the country and been featured in various media outlets on topics ranging from creating strategies for capital appreciation to income growth and how to use Wall Street research.I work closely with ultra high net worth families to provide strategic counsel in an array of services including:--Retirement planning--Legacy planning--Cash flow managementFor more information, please visit my website at: https://goo.gl/qFzZEcRaymond James & Associates 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.
