Raymond James Investor Access preview
Raymond James Charitable Endowment Fund
Steven M. Elefson
First Vice President, Investments
- Entered the financial services industry at age 27 as a consultant on a fee for hire basis
- 20 years of industry experience
- In business in Jackson, Missouri since 1988
- Bachelor of Science in Accounting, Truman State University
- Committed to your financial future
Raymond James Financial, Inc.
(NYSE-RJF) The Firm Behind Us
- Founded in 1962, publicly traded since 1983
- First in the industry to develop a “Client Bill of Rights”
- Over $114 billion in assets under control
- Company Net Worth over $1.065 billion
- One of the industry pioneers in financial planning
- Raymond James & Associates is a member of the NYSE
We believe in serving and giving back to the community in which we live. Steve’s personal involvement ranges from involvement and leadership roles in his Church. Steve has served as Past President of both Jackson Rotary and the Jackson Chamber of Commerce. Civic involvement in City of Jackson committees, fund raising for Boys Scouts, Girl Scouts, United Way and service to the Community Counseling Center. In addition Steve maintains involvement and serves various Alumni associations.
Located at the corner of Hope and Washington Street in Jackson, Missouri.
This site is published for residents of the United States only. Raymond James financial advisors may only conduct business with residents of the states 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. Contact your local Raymond James office for information and availability.
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Steven M. Elefson
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Our value commitment to our clients is to serve as a solutions provider for all aspects of our clients’ finances. What does this mean? We strive to provide a combination of capital accumulation, capital preservation and wealth distribution strategies. We focus on retirement planning, estate planning and charitable giving using a goal oriented process.
By working with a select group of families and organizations, we ensure that we thoroughly attend to each of our clients’ specific needs. With our carefully orchestrated financial advisory process, we can help ensure that all financial decisions made will be consistent with your goals.
- We offer our clients a choice of working in a traditional commission- or fee-based investment account.
- We offer comprehensive financial planning as part of our investment accounts.
- We offer fee only based financial planning.
- We typically offer individual securities, mutual funds and the services of private money management firms to meet our client’s investment needs.
- We offer insurance products to the extent they enable us to meet the long term wealth strategy needs of our clients such as life, disability and long term care.
By following the financial advisory process we help our clients make financial and investment decisions that are consistent with their goals. It is in this process that both strategic and tactical asset allocation decisions are developed. Our process has six steps:
- Establish and define our client-advisor relationship.
- Gather your financial data and define your goals.
- Analyze and evaluate your financial status.
- Develop and present our recommendations and possible alternatives for your financial plan.
- Implement your financial plan decisions.
- Establish milestones and use them to monitor your financial plan decisions.
My mission is to comprehensively help my clients with their wealth management plans to seek to achieve three broad financial issues:
- wealth accumulation and preservation during their working years,
- security and independence in their retirement years, and
- reducing or eliminating estate taxes on their accumulated wealth passed on to their beneficiaries.
I believe in the hard work ethic. Nothing of quality ever comes easy. My success comes from the belief that you work with integrity and intensity in everything you do. You must be able to walk down the street knowing you have done your best.
©2006 Raymond James & Associates, Inc.
member New York Stock Exchange / SIPC