CRD# 6519890
Raymond James & Associates, Inc.
Office. 847.610.5078
Cell. 224.355.5737
Email. [email protected]
I am a Financial Advisor with Raymond James. I focus my business on my clients’ individual financial objectives; I believe the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to my clients’ best interests, that sets me apart.
I am dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, I am able to gain a comprehensive understanding of your needs and goals. I work hard to enhance and preserve your investments, while assisting you in realizing your goals through long-term financial solutions using portfolio management, retirement planning (including IRAs, 401(k)s, 529 education savings plans), and more!
I have my Series 7 and 66 licenses, as well as the Illinois Life and Health Insurance Licenses. I earned a Bachelor of Science degree in Business Marketing from Illinois State University.
I am living in Schaumburg, and grew up in Sycamore, a town just outside the western suburbs. My family has lived in the Chicago-Land area for 5 generations. A huge passion of mine is Golf, I have been playing my whole life and can always find a good excuse to hit the course. I also enjoy hiking, biking, concerts, and spending time with my Fiancé Katie.
http://raymondjames.com/smrja.htm
CRD# 5252940
Cetera Investment Advisers LLC
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
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Mesirow Financial Investment Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fisher Investments | Camas, WA | Jan 2017 - Current | 7 |
| Raymond James | Schaumburg, IL | Jun 2015 - Dec 2016 | 1 |
| Paychex Inc. | Phoenix, AZ | Jun 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
- IL
- TX
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Total Assets Under Management235,943MILLIONS
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Total Number of Accounts148,462ACCOUNTS
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Average Account Value$1,589,251
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to 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 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. Please follow this link to additional disclosures:
http://raymondjames.com/smrja.htm
Raymond James & Associates, Inc., Member New
York Stock Exchange/SIPC
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