After careful consideration, I am pleased and excited to announce that I have joined the Palm Desert office of Raymond James & Associates, Inc. as a Senior Vice President, Investments.
I decided to accept this position with Raymond James because I believe their combination of personal service and a comprehensive range of investment alternatives will permit me to address more of your investment needs and should significantly enhance the level of service I can provide you.
With Raymond James, I will be able to provide a broad range of investment alternatives and comprehensive services including, but not limited to, on-line account access, financial planning, money market funds, stocks, mutual funds, IRAs, pension plans, asset management programs, trust services, government, municipal and corporate bonds and banking services.*
In closing, I would like to thank you for your confidence in allowing me to handle your investments in the past. I look forward to a continuation of this relationship for many years to come. I am sure you will be pleased with the investment services now available to you. I look forward to welcoming you as a Raymond James client.
*Banking services available through Raymond James Bank.
Senior Vice President, Investments