Our Move to Raymond James
Partnering with a firm that puts people first
OUR MOVE TO RAYMOND JAMES
Helping people along the journey to their goals is what we’re all about. That’s why we’re pleased to announce our move to one of the largest independent financial services firms in America: Raymond James, a firm that prioritizes people and their financial well-being. We proudly share the firm’s client-centric approach to doing business. Raymond James gives us the complete freedom to simply provide objective advice and do what’s best for you.
Please review these three important disclosure documents related to our move to Raymond James:
- Important Client Information, with information about the brokerage products and services available through Raymond James & Associates, Inc.
- Client Relationship Summary, Form CRS, a regulatory required document that provides helpful information to consider, including a high-level description of types of accounts and fees and potential conflicts of interest.
- FINRA Education Disclosure Brochure, with information to consider when your advisor changes firms.
If you wish to receive any of those documents in hard copy, please let us know and we will provide them.
We will be reaching out to you in the coming days to discuss the transition, answer any questions you have and discuss the steps to move your accounts to The Wise Investor Group® at Raymond James. In the meantime, you can reach us by giving us a call at 571.430.7200.
Although we may be changing firms, our unwavering commitment to serving you and your family will never change. As always, we remain focused on helping you meet your financial goals with the financial plans and portfolios we've built together. We look forward to continuing to be your trusted advisors and partners for years to come.
© 2022 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC
