When it comes to investing, many financial advisors start with a roster of products, services and, unfortunately, often sales goals. We choose, however, to do things differently. Our team begins by taking time to truly understand your unique situation, so that we have a clear definition of your goals and objectives. Each investment and service we select is designed to meet those personal goals and objectives – without sales quotas dictated by corporate mandate. We use our knowledge to apply the vast resources of Raymond James to create a plan that makes the most sense for you.
Our team approach to serving you means that our advisors’ individual strengths are brought to bear on situations for which they are best suited. As a result, you benefit from the broader knowledge base of a team, rather than the comparatively narrower expertise of an individual advisor.
Our advisors also share many of life’s experiences with you – caring for ailing parents who need long-term care, managing estate-related decisions after parents have passed, putting kids through college, and guiding parents through sudden-wealth events. This helps them relate to how you’re feeling and aids them in how best to guide and encourage you along the way.
We believe this is the way financial planning should be – client-focused, objective and unencumbered by corporate dictates. The one and only mandate we do follow is this: to deliver personalized service over and above what you may expect, but which we feel you truly deserve.