STRATEGIC PARTNERSfrom raymond james
Raymond James helps us in many important ways, providing access to leading investment research, operational and trading support, market-leading technologies, and above all, to professionals who offer their invaluable insight on a wide spectrum of important financial disciplines. Here are key individuals in the Raymond James home office who help us serve you by serving as our strategic partners in wealth management, portfolio strategies and retirement planning.
The discipline of having to put your thoughts in order with somebody else is a very useful thing.
Charlie Munger
