As a wealth manager/investment adviser representative, I work with private families on the best way to build/preserve their wealth, and create predictable income during retirement years. I also work with CFOs, Controllers, Investment Committees and Human Resources teams to provide service for 401(k) plans with $1m -$50m in total group assets.
Raymond James Financial Svcs, Inc
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Redwood Investments is not a registered broker/dealer, and is independent of Raymond James Financial Services. Raymond James Financial Services does not accept orders and/or instructions regarding your account by e-mail, voice mail, fax or any alternate method. Transactional details do not supersede normal trade confirmations or statements. E-mail sent through the Internet is not secure or confidential. Raymond James Financial Services reserves the right to monitor all e-mail.
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