Home office partners are part of our full-team approach
We coordinate our efforts with a full team of experienced professionals in the home office of Raymond James, one of the largest independent financial services firms in the country. Raymond James professionals are well-versed in the financial disciplines crucial to the management and preservation of wealth. We put the full scope of the firm to work for us – and for you.
Our key contacts include:
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
