We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
I am pleased and excited to be part of Raymond James & Associates, Inc. as Senior Vice President, Investments.
Raymond James, can provide a broad range of investment alternatives and comprehensive services including, but not limited to, on-line account access, financial planning, dividend reinvestment, money market funds, stocks, mutual funds, IRAs, pension plans, asset management programs, trust services, and government, municipal and corporate bonds.
I feel that clients can benefit from our relationship with Raymond James & Associates. If you have questions, please call me at 516.922.4200 (office) or 516.298.2477 (cell).
Branch Director
Office Manager