PWA Designation

“When you cease to learn, you cease to grow. And when you cease to grow, you cease to improve, get better, move forward and just sort of begin to – exist.”
– Albert Einstein

There’s no doubt that organizations that have a robust learning culture are more likely to be visionaries, developing innovative services and processes, as well as becoming more competitive.

I am fortunate to work at Raymond James which fosters such a learning and growing culture. And as your financial professional, it is important that I remain relevant, prepare for the unexpected, be open to new ideas to serve my clients, and understand my clients’ perspective.

As you may recall, last year I earned the Accredited Investment Fiduciary designation. With that certification I can create and maintain comprehensive investment strategies, analyze and optimize asset allocation strategies, and apply objective standards for evaluating and recommending appropriate investment options and products.

Just last month in August, I earned another designation - Private Wealth Advisor. Awarded by Raymond James, Private Wealth Advisor is a designation of distinction. To earn it, I had to demonstrate mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families, and organizations.

The complexity of managing significant wealth demands experience, specialized knowledge, and above all, a sincere commitment to my clients’ well-being. After 6 months of classroom study, case studies, and panel interviews, I learned new concepts to help my clients and graduated from the program.

What does all this mean for you? It means that I have access to a platform of powerful private wealth resources expertly coordinated to support my clients as stewards of individual and family wealth.

My goal is not just to “exist” as your financial professional, but to cultivate a growth mindset, continuously stay active in learning, and increase my impact on your financial well-being.

Live as if you were to die tomorrow.
Learn as if you were to live forever.
-Mahatma Gandhi

Opinions expressed in the attached article are those of the author and are not necessarily those of Raymond James. All opinions are as of this date and are subject to change without notice. Investing involves risk and you may incur a profit or loss regardless of strategy selected.