Professional Memberships and Certifications

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

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Raymond James Financial Services

Raymond James Financial Services, Inc. is a financial services firm supporting more than 3,700 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 7,200 financial advisors serving approximately 3 million client accounts with more than 2,900 locations throughout the United States, Canada and overseas. Total client assets are $649 billion.