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About The Shoppes of Citrus Hills | Raymond James

At The Shoppes of Citrus Hills -Raymond James, we are dedicated to fostering long-lasting relationships with our clients — helping people just like you build a future centered around the things that matter most to your everyday life and future. From relieving financial stress to securing your future, our team is committed to serving your unique needs and goals and helping you navigate whatever life may bring. We specialize in comprehensive, values-aligned money management and financial planning for individuals, small and mid-sized business owners, those who are retired or soon to be retired, and those who walk in. We also welcome and specialize in working with our clients' next generation of investors. For the past 26 years, I have been assisting individual investors in establishing their financial goals, formalizing plans to pursue those goals, implementing and monitoring those plans to make sure they stay on course, adjust where appropriate, to provide a successful outcome for each of my clients. LET'S CONNECT IF YOU ARE: *Thinking about consolidating accounts. *Responsible for operating a business retirement plan (401(k), 403(b), Defined Benefit, etc.). *Concerned about how to pay for college. *Receiving an inheritance, settlement, or proceeds from the selling a home or business. *Recently divorced or widowed and want to get a handle on your finances. *New to the area and would like to work with a local advisor. *Anxious that you may not be adequately insured. OR: *You would like a second opinion on your financial situation and goals. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Shoppes of Citrus Hills not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm

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