Providing customized services for discerning clients
Working with internal Raymond James experts and third party portfolio managers, I have learned that clients not only want to understand what they should be doing with their accumulated assets, but why. As a result, we are committed to providing an abundance of education, communication and personal, hands-on involvement to each individual and their family.
I believe that freely sharing our knowledge with clients helps build a more solid relationship, one grounded in trust and understanding. It's a source of satisfaction not only for my clients, but for me, as well.
