August 2024

This edition of Kim’s Comments is different than previous editions. Here’s the story….but first….

Rest assured, Dennis and Kim are not retiring or leaving Raymond James in any way, form or fashion!

Every summer Raymond James holds a national Summer Development Conference for top advisors. This is a time for advisors to attend workshops, connect with colleagues, hear from leading industry experts, and also hear from our senior management at Raymond James.

Before this years’ conference, senior management came to Dennis and Kim asking if we would participate in a video to be shown at the Summer Development Conference explaining our working relationship with a younger advisor, Justin Granit. (Some of you have met Justin when you’ve come into our office or attended local client events that we’ve held in the past year.)

Justin is participating in the Raymond James Advisor Mastery Program (AMP), a holistic training program for new career financial advisors. It is designed to help these newer advisors learn from veteran advisors, reach professional milestones, and acquire necessary licenses.

In this edition of Kim’s Comments, you will see the actual video that was created and shown at our national conference in July illustrating our working relationship with Justin.

Again, Dennis and Kim are not going anywhere! We are still here for your investment and financial planning needs! Having Justin work along side of us is simply a way for him to grow and for us to look to the future and be progressive.

We hope you enjoy the video!