Advice | Investments Founded in 2009 with the goal of providing objective advice and guidance, it was our primary objective to recognize the most important partner - THE CLIENT. The firm is the continuation of the successful wealth management careers of four former Merrill Lynch colleagues: Kelly Newell, Zachary Fielder, James Finley and Rayna Gomes Jones. We are an independent family office. And because we offer no proprietary investment products and have no investment banking operations, our recommendations are GOAL FOCUSED and objective. Simply put, the interests of our clients come first.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPCFor hyperlinks for FINRA/SIPC, please refer to the ‘See contact info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. States in which I am/we are registered to do business: AZ, CA, CO, FL, ID, IL, LA, MD, MO, MT, NC, OH, OR, PA, TX, WA