The wisdom of having a team that specializes in executive planning
If you are a senior executive at a public company, you face unique challenges in your efforts to build a personal balance sheet towards retirement. Understanding techniques to maximize the value of equity compensation awards, mitigating the risk from employer stock concentrations and navigating the complexities of insider trading regulations must be incorporated into your long-term financial plan. These topics require a high degree of technical expertise, and Executive Consulting of Raymond James has the experience and knowledge to provide effective advice in this arena. Contact the team today if you want to learn more about how we can help.
