As a financial advisor with Raymond James, my focus is helping clients achieve their financial goals through 1) sound investment strategy and 2) deliberate, focused financial planning. Most of my clients are high net worth individuals, business owners and business operators who need tailored investment solutions that fit their unique needs and who desire ongoing financial advice that incorporates tax planning, estate planning, succession planning and retirement planning into a comprehensive road map clients can implement and follow. Our investment platform at Raymond James gives clients access to a multitude of investment options, including access to tax free municipal bonds, private equity and other alternative investments. We also serve in an advisory capacity on 401(k) retirement plans for businesses that desire to attract, retain and reward their employees and who are invested in the success of their businesses.Also, where appropriate and cost effective, we engage in significant insurance planning with clients to mitigate future risks and provide peace of mind to clients and their children and grandchildren, many of whom are also clients. Please message me here or email me directly at stuart.johnson@raymondjames.com if you would like to learn more about our services and how we work with clients. Thank you!
Listed skills include Real Estate, Commercial Real Estate, Foreclosures, Real Estate Transactions, and 12 others.