Professional Memberships and Certifications

Our professionals hold themselves to the highest standards in financial management.

Licensed by:

Raymond James Financial Services

Raymond James Financial Services, Inc. is a financial services firm supporting more than 4,300 independent financial advisors nationwide. Since 1974, Raymond James Financial Services, Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with 8,500 financial advisors. Equity research coverage of more than 1,200 companies. Approximately $1.26 trillion in client assets.

As of 9.30.2018