The Wealth Advisor
The primary point of contact for clients, overseeing the planning investment process and bringing the numerous resources of Raymond James to clients.
The Relationship Manager
Provides continuous client support, account monitoring and day to day record maintenance. The RM is integral to the estate planning process and becomes fully familiar with all generations of a family.
The Portfolio Manager
Oversees the Investment aspect of the relationship’s various accounts. The portfolio manager will work closely with client to determine proper asset allocation and risk tolerances in each account, taking into consideration the tax status of each account.
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