A family legacy of quality client care

We not only live and work in the backyard of Raymond James headquarters, but our back story is intricately tied to the firm as well. A family legacy of financial planning and a longstanding history with Raymond James forms the foundation of the dedicated team we have today.

Greg Helck’s father, Chet, was the chief operating officer of Raymond James Financial from 2002 to 2012 and CEO of the firm’s Global Private Client Group until his retirement in 2014. Throughout his distinguished career, his mission was always to act in the best interest of his clients.

It’s a sentiment that our entire team embraces today in our own careers. The values we have in common and the dedication we all share have allowed us to grow into a powerfully cohesive group. That’s the core of who we are – and why we’re inspired to do great things for you.

“We untangle the complicated financial situations in our clients’ lives so they have a clearer view of the future.”
David Fanciullacci, CFP®; Certified Financial Planner™, Financial Advisor

What can we help you accomplish? Let’s talk.

North Shore Wealth Management of Raymond James

 

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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.

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