Becoming a Client

DECIDING ON A NEW ADVISOR IS CHALLENGING

Whether you are new to the area, going through a life transition, or unhappy with your current advisor, you will find that Deborah Reid at Raymond James takes a unique approach when working with her clients.

Deborah understands that choosing a financial advisor can be challenging and it can be difficult to narrow down so you will not want to miss the opportunity to meet Deborah before making such an important decision.

EXPERIENCE MATTERS

Turbulent stock markets such as the Dot-Com Correction and Financial Market Crisis can be the greatest threat to a long-term investor. Staying invested throughout challenging times is critical to achieving one’s financial goals. Working with an experienced investment advisor such as Deborah will bring you peace of mind as well as financial success. Deborah understands that it can be challenging to remain disciplined during volatile markets but her experience with market cycles will help keep you and your long-term plan on track to achieving your financial goals.

CLEAR COMMUNICATION AND STRONG RELATIONSHIP

For Deborah, it’s all about building long-term relationships with her clients. She takes whatever time is needed to get to know you, and for you to get to know her. You will find Deborah to be a warm and caring professional who enjoys working with clients who appreciate her unique approach. She believes that effective communication is key to a good relationship and will spend the majority of your first visit asking you questions to discover your priorities, goals, and concerns. Deborah will provide you with plenty of opportunity to ask her questions as well. You will not feel rushed, nor will Deborah create any sense of urgency. In fact, Deborah prefers that a prospective client leave her office prior to making a decision to ensure that there is no undue influence or pressure. Strong relationships start with compatibility and clear communication and grow into long-term relationships based on years of trust, transparency, and reliability.

A DISCIPLINED APPROACH

Deborah believes in taking a disciplined approach to investing and will implement her five-step process when helping you achieve your short and long term goals. Deborah’s successful formula is a blend of business and heart. When you become a client of Deborah’s you will know that you and your family are important, but so is the performance of your investments. Having an advisor who takes the time to understand your comfort level is critical to achieving your financial goals and Deborah will do this for you.

HIGHEST COMPLIMENT IS A REFERRAL

Although it is not necessary to be introduced to Deborah by referral, the majority of Deborah’s clients are introduced by other professionals or existing clients. This merely allow her more time to spend with existing clients rather than promoting her business. The highest compliment a client can give is an introduction to their friends, colleagues, and family. We are committed to earning your trust and appreciate the opportunity to work with you in the future.