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Raymond James Financial Services, Inc. -

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Accountant / CPA

About Us

As a financial advisor, my mission is to provide clients with the knowledge and expertise they need to make educated financial decisions. In order to accomplish this, I combine my experience in the financial services industry with quality investment alternatives and the latest information and technology available.

I strive to present information in a straightforward, understandable manner so that together with my clients, we can determine the most appropriate options available for their portfolios. I constantly consider changes in both the marketplace and in my clients' needs, making necessary adjustments to help them.

Your Rights as a Client:

* Courteous service
* A trustworthy and competent financial advisor
* Suitable recommendations
* Timely transactions at the best available prices
* Full disclosure of costs and risks
* Clear communications
* Comprehensive statements and trade confirmations
* Prompt error and complaint resolution
* Strict confidentiality

Investment advisory services offered though Raymond James Financial Services Advisors, Inc.

Highlights

  • Courteous service
  • Full disclosure of costs and risks
  • Clear communications
  • A trustworthy and competent financial advisor
  • Over 20 years of servicing clients in the Denison area

Images

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