As a client, you place an enormous amount of trust in your advisor, and we strive to live up to that trust by providing the specialized knowledge necessary to manage your investments and generate retirement income. Our practice is based on the principle that a thorough understanding of you and your current financial situation is vital to successfully make prudent decisions concerning your future.
We do not believe in timing the market, but instead dedicate ourselves to developing a well-reasoned strategy and comprehensive financial plan for the long term. We are committed to employing proven processes such as diversification, tactical asset allocation and portfolio rebalancing to help manage risk.
We do not believe in timing the market, but instead dedicate ourselves to developing a well-reasoned strategy and comprehensive financial plan for the long term. We are committed to employing proven processes such as diversification, tactical asset allocation and portfolio rebalancing to help manage risk.
Services
Our business is people. Then. Now. Always. It's easy to remember what counts most in hard times when it's what counts most in good ones too. Through upticks, downturns, burst bubbles and historic bull markets, we've never lost sight of that fact that there's a person behind every portfolio. Since 1962, people have been the heart of Raymond James.
Christine has been in the financial services industry since 1994. She is Series 7 & 63 securities registered. Christine spent 5 years in the banking industry before starting with A. G. Edwards in 1999. In 2003, she earned her Accredited Asset Management SpecialistSM designation through the College of Financial Planning.
April McWilliams joined the firm in 2008 as an Administrative Assistant. April enjoys spending time with her family and being a mother to her three boys. In her free time, she also enjoys walking, gardening and being outdoors as much as possible. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.
Our clients recognize that they belong to a select group of dynamic and uniquely successful individuals. They also have the distinction of a preeminent need for sophisticated wealth management. As inspired and independent thinkers, we pride ourselves on providing unbiased investment advice and financial guidance that each of our clients has come to rely on and trust.
While all women are unique, many face similar challenges such as time away from careers to care for family or aging parents, the likelihood of marrying later in life or finding yourself suddenly single from a divorce or outliving your spouse or partner. How you approach these things may be different.
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Molly Parker
May 27, 2021
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