Our Strategic Partners

Ken Grider headshot
Kenneth Grider
Managing Director, Head of Business Development
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Jason Abeles
Vice President, Banking Consultant
Jeanne Connolly
Jeanne Connolly, CFP®, CTFA
VICE PRESIDENT, REGIONAL TRUST CONSULTANT RAYMOND JAMES TRUST N.A.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The discipline of having to put your thoughts in order with somebody else is a very useful thing.
Charlie Munger

The future at your fingertips

Sarasota Branch

 

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