OUR DEDICATED PARTNER
RAYMOND JAMES:
Our business is people. Then. Now. Always. It’s easy to remember what counts most in hard times when it’s what counts most in good ones too. Through upticks, downturns, burst bubbles and historic bull markets, we’ve never lost sight of that fact that there’s a person behind every portfolio. Since 1962, people have been the heart of Raymond James. And in times like these, we return that strength.
We put the needs of our clients first. And we chose to partner with Raymond James because we believe the firm is also dedicated to your best interests. The firm delivers industry-leading support, client-focused service, and the financial planning and investment resources of a premier financial services company.
While Raymond James has the resources to match even the largest firms’ capabilities, our focus is on building close-knit individual relationships based on trust and integrity.
The firm’s culture of independence allows us to work closely with you to create custom strategies to your short- and long-term financial challenges.
Raymond James is committed to diversity and inclusion – to foster an environment where everyone feels valued and everyone can prosper, throughout the firm as well as the communities it serves.
We’re honored to partner with a firm whose founding principles of client first, conservatism, independence and integrity remain refreshingly at the forefront, and especially appreciate the priority placed on supporting our relationships with our clients. Those values have helped Raymond James become one of the largest independent financial services firms in our industry, with a long-term track record of stability and growth.
Team
Our Exceptional Team Of Financial Advisors
Jerred A. Brown, MBA, CFP®, CDFA®, ChFC®, CLU®, CEP®
FINANCIAL ADVISOR, RJFS
LATEST
NEWS
Retirement doesn’t have to mean leaving your career behind
More and more Americans are incorporating work into their retirement years. The traditional image of retirement as a time of purely leisurely pursuits is no longer the norm for many Americans. A growing number of people over the age of 65 are choosing to remain in the workforce...
Protecting your business from the loss of a key contributor
Key person insurance can protect against losing a vital employee. Like many businesses, yours may also rely on someone for the majority of your earnings. This “someone” is often referred to as a key person because his or her knowledge, skillset or work contribution is...
4 priceless money lessons for kids
Financial tradeoffs, interest rates and the importance of having an emergency fund: Our current economic circumstances are full of teachable moments we can and should share with our children. After all, they’re probably not learning these topics in school. Only 1 in 6 students...