Team
Our team members have earned many professional credentials, including CERTIFIED FINANCIAL PLANNER™ certification, Chartered Financial Analyst® certification, and Certified Investment Management Analyst® certification, and Certified Public Accountant. We put our financial knowledge and capabilities to work every day addressing the essential financial matters of our clients, from managing and preserving wealth to leaving a legacy. Above all, we have built our practice and reputation on always acting in the best interest of our clients, and hold ourselves to the highest standards of service, integrity and ethics.
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Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC. Professional Planning Group is not a registered broker/dealer, and is independent of Raymond James Financial Services. Raymond James and Professional Planning Group 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 our office for information and availability.
Investment advisory services offered through Professional Planning Group, Inc.
Links are being provided for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any websites users and/or members.
© Raymond James Financial Services, Inc., member FINRA/SIPC, and © Professional Planning Group.
Additional information, including management fees and expenses, is provided on our Form ADV Part 2. As with any investment strategy, there is potential for profit as well as the possibility of loss. Past performance is not a guarantee of future results.
Phone: 401.596.2800
Fax: 401.596.5980
