Team
Our team members have earned many professional credentials, including CERTIFIED FINANCIAL PLANNER® certification, Chartered Financial Analyst CFP® 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 acting in the best interest of our clients, and hold ourselves to the highest standards of service, integrity and ethics.
*Accounting and tax preparation services are not affiliated with Raymond James Financial Services, Inc.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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PPG Wealth Management
www.ppgadvisors.com
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.
Links are being provided for information 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 website’s users and/or members.
Securities offered through Raymond James Financial Services, Inc., member, FINRA/SIPC, marketed as Professional Planning Group. Investment advisory services offered through Professional Planning Group. Professional Planning Group is registered as an investment adviser and is independent of Raymond James. Professional Planning Group is separately owned and operated and not independently registered as a broker-dealer.
Additional information, including management fees and expenses, is provided on our Form ADV Part 2 at www.adviserinfo.sec.gov. 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
