We are seeking an individual or team with an existing book of business and desire to serve more of his/her/their clients’ needs with a holistic planning approach.
Our planning department helps create comprehensive plans that are effective road maps and tools to ensure a long-term relationship with clients.
Resources include investment research staff, plan design professionals, corporate retirement plans expertise, client communication content providers and compliance and operations talent.
For more information, contact firstname.lastname@example.org
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.
Investment advisory services are offered through Raymond James Financial Services Advisors, Inc., and Provenance Wealth Advisors. Provenance Wealth Advisors is not a registered broker/dealer and is independent from Raymond James Financial Services. Provenance Wealth Advisors, Berkowitz Pollack Brant Advisors and Accountants, and BayBridge are not affiliated with Raymond James Financial Services.
Raymond James. financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.