As a Kolbe “fact finder,” I spent a tremendous amount of time researching financial services firms before deciding to affiliate with Raymond James. What struck me most about Raymond James was its consistent emphasis that the client is the number one priority. This sentiment is reflected in Raymond James’ belief that: “No matter the business, we believe if we do what’s right for clients, we’ll help them achieve success while also realizing our own. It’s that simple.”
Additionally, Raymond James’ broad array of investment and insurance products/programs is astounding. Its research and continued investments in technology, including financial planning tools, particularly impressed me.
I chose to pursue a career in financial services 12 years ago because of the incredible relationships I can have with clients and the ability to help positively impact their lives. I cherish the great memories I have of supporting clients through their own personal life goals and milestones, and I am truly honored and privileged to play such a part in my clients’ lives.
While the decision to make a change was not easy, I am confident that the clients whom I service will greatly benefit. As an independent branch of Raymond James Financial Services, Inc., I look forward to greater flexibility and a more customized approach to client service.
