Building and preserving wealth at every life stage
At Peak Summit Wealth of Raymond James Ltd., we provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity. With a full-service product offering, our team will customize the solutions for your unique needs and situation.
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Total Wealth Solutions
We believe that professional advice, on-going education, and wealth planning are key to success. Our total wealth solutions approach looks at your entire life and all its moving pieces to incorporate;
Financial Planning
Investment Management
Insurance Solutions
Tax Solutions
Estate and Trust Services
Charitable Giving Strategies
A Partnership Focused On You
Our goal is to help you exceed your goals. We aim to build a deep lifelong relationship with you to reduce the stress in your relationships. Supported by our team of specialists, we partner with you, engage in a deep discovery process, and develop a personalized plan for the long term. We connect you with key specialists who are dedicated to help you use your wealth to create the life you envision.
MEET YOUR ADVISOR
As a Financial Advisor at Raymond James, I specialize in fostering growth and enhancing opportunities for clients through strategic guidance and tailored solutions. With over eight years of industry experience, I've honed my expertise in investment strategies and financial planning. Alongside my tenure at Raymond James, I've explored roles at leading American financial institutions, gaining diverse insights into the financial landscape.
Prior to my current role, I delved into the real estate sector as a consultant for three and a half years. This experience equipped me with a deep understanding of market dynamics and negotiation prowess, facilitating successful transactions and earning referrals across residential and commercial domains.
My mission is clear: to empower clients to make informed decisions about their financial futures while upholding the highest standards of integrity and excellence. I thrive in collaborative environments that value diversity and prioritize client satisfaction above all else.
Learn more about us
Raymond James Ltd.
