We believe that clients come first — not pre-selected investment products or sales goals. And, we do our best to treat our clients the way we would like to be treated — not like a walking portfolio balance.
We relish the opportunity to use our independence in tailoring thoughtful financial solutions to each one of our clients’ unique set of circumstances. Better relationships start by asking the right questions, and making you an integral part in creating a one-of-a-kind financial blueprint. By leveraging the world-class resources of Raymond James, we strive to bring every detail from concept to reality. At Raymond James, our advisors want to help you design your financial future—a legacy that others will one day appreciate as a timeless classic.
Our team includes financial advisors Christopher Ellis, Daniel McQuesten, and Johnny Chacartegui as well as full-time staff member, Vickie Little. Each of us is dedicated to giving our clients personal attention and quality service. We want each client visit, phone call or email to provide solid answers or advice you can use.
We recognize that objective wealth management almost always requires coordination with other local professionals. We welcome the opportunity to synchronize our efforts with the advice of accountants and attorneys of your choosing.
Our professionals provide you access to comprehensive trust services, alternative investment specialists, and concentrated stock divestiture strategies while maintaining the attention and access of a local financial advisor.
