SSG Executive Advisory Group of Raymond James
Financial Services • 
Mount Laurel, New Jersey, United States • 1-10 Employees
Company overview
| Headquarters | 1015 Briggs Rd, Mt Laurel, New Jersey 08054, US |
| Phone number | +18556087537 |
| Website | |
| NAICS | 52 |
| Keywords | Risk Management, Estate Planning, Wealth Management, Retirement Income Planning, Stock Option Planning, Tax Mitigation Strategies, Insurance Planning, Asset Protection Trusts, 10B5-1 Selling Plans, 401K Accounts, Concentrated Equity Strategies, Deferred Compensation Strategies, Executive Benefit Plans, Family Limited Partnerships, Tax-Free Municipal Bond Laddering |
| Founded | 1994 |
| Employees | 1-10 |
| Socials |
Key Contact at SSG Executive Advisory Group of Raymond James
Todd Sherman
Senior Vice President, Investments; Managing Director
SSG Executive Advisory Group of Raymond James Email Formats
SSG Executive Advisory Group of Raymond James uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@raymondjames.com), used 85.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@raymondjames.com | 85.7% |
{first name}.{last name} | john.doe@raymondjames.com | 14.3% |
About SSG Executive Advisory Group of Raymond James
SSG Executive Advisory Group of Raymond James is a boutique wealth management team within one of the world’s preeminent financial firms. Our services focus on complex family engagements, often Corporate Executives, Late-Career Physicians, and Entrepreneurs. We work with clients to develop custom, comprehensive financial plans that seek to help you feel confident that you are planning for long-term prosperity. While it is always prudent to have the professional guidance of a highly experienced financial team, there are specific times in life when it is absolutely essential – significant transitions such as the sale of a business, conversion of corporate stock to retirement income, or receiving a family inheritance. There are complex needs that require the deeper guidance of a veteran team. At SSG Executive Advisory Group, our goal is to help you confidently move to the next phase of your life and enjoy the well-earned lifestyle you have worked so hard to achieve. NMLS#: 1290445 Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, 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 the 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. Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm
SSG Executive Advisory Group of Raymond James revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
SSG Executive Advisory Group of Raymond James has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
SSG Executive Advisory Group of Raymond James has never raised funding before.
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