The Process


As Raymond James Financial Advisors, we view investment management as a dynamic, ongoing process that is focused yet flexible enough to help meet your changing needs. We are passionate about building and maintaining quality, long-term relationships based on superior client service.


Superior Client Service

There’s no shortcut to building financial independence; it requires thorough planning and careful management. We follow a four-step, detailed process to create and maintain a personalized plan that strives to address your needs now, and for years to come.

Understand: First, we’ll meet with you to discuss your in-depth needs, objectives and preferences, as well as your personal philosophy about saving, spending and investing.

Design: Based on our discussion, we’ll prepare a customized investment plan designed to help you achieve your goals within the level of financial risk that’s most comfortable for you.

Implement: We’ll launch your investment plan, putting your money into action.

Manage: We’ll continually monitor your portfolio and consult with you regularly. As your circumstances change and the markets fluctuate, we’ll discuss investment alternatives and adapt your plan as needed.

We will always communicate proactively with you regarding your portfolio performance and your current financial situation to help ensure that your portfolio is correctly positioned for the period ahead.

Raymond James Financial Services Advisors Offering Investment Advisory Services to:

Individuals • Not-for-Profits • Small Businesses

Focused on Your Future