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.
As a Financial Advisor with Raymond James, my goal is to advise a select group of individual investors, small businesses and corporate retirement plans.
I customize blended investment strategies based on the individual needs of each client or corporation. Utilizing a dynamic asset allocation process; I combine my experience in the financial services industry with quality investment alternatives and the latest information and technology available to help my clients meet financial goals and increase their net worth.
I strive to present information in a straightforward understandable manner so that together with my clients, we can determine the best options available for their portfolios. I constantly consider changes in both the marketplace and in my clients' needs, making portfolio adjustments when necessary.
* Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss.
