Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk. We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.
Andrew is a Registered Investment Advisor Agent of Raymond James, holding his Series 7 (General Securities) and Series 66 (Investment Advisor Agent) Licenses. He graduated from Fox Chapel High School in 2007, and Bucknell University in 2011 with a Bachelor of Science in Business Administration degree, where he played on the golf team.
Jim is a CERTIFIED FINANCIAL PLANNER™ professional and a Registered Investment Advisor Agent of Raymond James. He graduated from Fox Chapel High School in 1975, from Princeton University in 1979 with a BSE in Engineering, and from UCLA Graduate School Graduate School of Management in 1982 with an MBA in Finance/Accounting. He began his financial services career working for the international investment firm, Scudder, Stevens and Clark. He has been a member of Raymond James' prestigious Leaders Council* for the last 11 years (2006-2017), and has been servicing clients in the financial services industry for over 30 years. Jim joined Raymond James in 1990.