Empowered with this understanding, we guide decision-making in all aspects of your financial life. At Pando Partners of Raymond James, our mission is clear: We seek to improve your life by managing wealth strategies designed to help you live and retire confidently. Understanding your goals, dreams, and even fears, provides the core mission underlying the personalized strategies we create for you.
With an intimate understanding of your priorities, we can help design a pathway intended to guide the achievement of what matters most in your life. At Pando, financial management transcends sterile sets of facts and figures by providing a nourishing climate within which clients can multiply life's possibilities, now and for generations to come.
With an intimate understanding of your priorities, we can help design a pathway intended to guide the achievement of what matters most in your life. At Pando, financial management transcends sterile sets of facts and figures by providing a nourishing climate within which clients can multiply life's possibilities, now and for generations to come.
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The noise created by the sheer volume of information invading your peace on a daily basis is almost deafening. From media sources, traditional and social, to endless emails and texting, it can be challenging to filter meaning from the madness. We listen carefully to understand clearly your financial vision.
74% of the time!2 Yet, in the depths of market declines, like 2008 and 2020, this historical perspective escaped many as emotions took hold and prejudiced investment decisions. Would knowledge of past recessions have changed your actions during these turbulent periods? In the post-World War II period (1951-present), while the timing of recessions is largely unpredictable, recessions are fairly short in duration.
As investors themselves, Pando's founding partners spent years in search of a wealth management strategy that offered goal-based planning, a sophisticated and disciplined investment process, and a justifiable fee structure. In a crowded financial advisory market, however, such a strategy remained elusive for Catherine, Financial Advisor and Teri, Financial Advisor.
At Pando Partners, we have aligned our passion, our interests, and our distinct skills in helping to create financial value, and life value, for the clients we serve. United by a friendship spanning more than 25 years, Pando Partners of Raymond James' founders, Catherine Miller and Teri Benson, began their days in finance together and spent the next two decades pursuing separate, yet parallel career paths.
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