Jenkintown, Pennsylvania, United States
Attracted by the prospect of working with individuals to help them make wise investment decisions, I entered the financial services industry in 1983, and became a financial advisor in 1984. It was then that I first teamed up with my father, George, and my focus has remained on putting my clients' needs first ever since. As an Investment Management Consultant* and registered investment advisor representative, I strive to optimize market conditions by identifying and aligning opportunities with my clients' objectives. Among my goals for my clients is to act as a thorough investment manager, continuously tracking the progress of their portfolios so they're free to spend more time attending to other important aspects of their lives. Outside of work, I reside in Jenkintown, Pennsylvania and have two children, Nolan and Madison. I enjoy working in my garden, playing with my dogs, practicing yoga, and visiting and experiencing new places around the world with my "honey" Marc. Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htm 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.