LISA BORDELON COMPLETES FINANCIAL PLANNER SERIES
Dallas, TX – Lisa Bordelon, a Financial Advisor in the 5956 Sherry Lane, #1900 Dallas, TX 75225 office of Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, recently completed the Financial Planner Series at the Raymond James Financial Center, according to Patrick Daxon, Vice President of Raymond James’ Wealth, Retirement & Portfolio Solutions group.
The Financial Planner Series is a professional development program that focuses on retirement planning, income and estate tax planning, risk management and investment options of the individual investor. During this series of three multi-day seminars, advisors also gain a deeper knowledge of the technical, computer and administrative aspects of their business to better serve their clients with the highest levels of professionalism and integrity.
“The Financial Planner Series is one of the premier training programs in the country that teaches advisors how to identify, communicate and devise solutions for the financial needs of individual investors,” says Daxon.
The Raymond James Financial Center provides ongoing education and professional training for the firm’s more than 6,000 financial advisors. The Institute’s wide-ranging curriculum encompasses many disciplines in the financial services industry and is designed to enable the financial advisor to recognize, quantify, illustrate and solve financial problems as the key to providing superior customer service to the client.
