You’ll find the resources of a national leader right here at home.

When it comes to your financial future, there’s nothing like knowing you have the support of a firm with powerful resources and international reach – except knowing you’re getting that support with the insight and experience of a hometown team.

You’ll find both at the Idaho complex of Raymond James – everything you need to plan for where you’re going and a team of professionals who know exactly where you’re coming from.

  • Todd Lovell, CFP®, CEP®
    Senior Vice President, Investments
    Complex Manager
  • Birch Bayer
    Complex Administration Manager
  • Linda Sterling
    Senior Vice President, Wealth Management
  • Gregory Fairfield
    First Vice President, Wealth Management
  • Suzanne Jenner
    Senior Registered Client Service Associate

 

 

 

 

 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.