Personalized planning for your financial goals

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, I’m here to provide you with personalized financial planning based on your most cherished goals. As your advisor, my job is to explain the process and answer any questions or concerns, in plain English, so you can feel confident and informed about your future.

Personalized planning for your financial goals

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, I’m here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk.

I can help provide you with just the right combination of financial services, support and guidance that make the most sense for you. I’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

Watch my video about my
transition to Raymond James


Helping people along the journey to their goals is what I am all about. That’s why I am pleased to announce my move to Raymond James, a firm that prioritizes people and their financial well-being. I proudly share the firm’s client-centric approach to doing business.

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You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Laura Blanton

Laura Blanton

Managing Director, Investments
Bethany Hermelin

Bethany

Hermelin Client Service Associate
The art is not in making money, but in keeping it.
Proverb
Always here for you

 

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