Sophisticated Wealth Management To Serve Your Individual Needs

EXPERT FINANCIAL ADVICE YOU CAN TRUST

As a Financial Advisor, I help my clients prioritize their goals and provide customized solutions as unique as the individual. Our industry tends to create professionals who sell products to clients rather than provide solutions. I see myself as a solution-provider rather than a salesperson.

There is no typical portfolio. What makes sense for one person may not be a good fit for another. I propose solutions that are aligned with a client’s needs and recommend the most cost-effective investment. It is important that my clients understand their investments; therefore, I take whatever time is required to ensure that my clients understand the recommended products, strategies, and Plan to meet their risk tolerance and investment objectives. After all, informed investors make informed decisions!

I believe in taking a holistic approach when working with investors. The Raymond James’ wealth management team of professionals provide financial plans, estate reviews, insurance reviews, and trust services, so I can ensure that my clients have the right professional to help them achieve their financial goals.

Transparency is critical when building trust relationships and providing my clients with an Investment Policy Statement that outlines the investor’s wants and needs, services they can expect, recommended asset allocation, investment products available, as well as various fee structures, ensures that my clients have a complete understanding prior to making any investment decisions.

Helping investors gain financial independence is the ultimate goal!