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.
Like you, I know that trust and commitment are essential in developing successful long-term relationships. That’s why I'm diligent in addressing financial planning needs; I want to earn your trust and confidence.
The first steps toward developing a comprehensive investment plan are:
As you consider these factors, I can work with you to create a disciplined strategy suited to your individual needs and establish your portfolio. Then, on an ongoing basis, I will meet with you to review the portfolio’s performance and make adjustments when appropriate.
Through Raymond James, I can provide you with a wide array of range of investment services – including professional portfolio management, financial planning, personal trust, estate planning and online services – in line with your strategy. I’ll also help you consider stock, bond and mutual fund purchases and various credit products when those might be appropriate ways to allocate your assets.
If you want a financial advisor who will take the time to understand what is important to you, contact me. Let’s talk about your financial goals and ways to reach them
