Meet Our Team

Planning for the future comes with its challenges, and you want to ensure the steps you are taking now will be worthwhile down the road. Benefit from working closely with a team that is locally-based and readily available to support your wealth management needs.

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.

 

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Bristol County Savings Bank and Bristol Wealth Group are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

 

Raymond James Financial Services Privacy Notice.

 

Check the background of this firm on FINRA's BrokerCheck.

 

Investment and Insurance Products are: Not FDIC Insured – Not DIF Insured – No Bank Guarantee – May Lose Value – Not a Bank Deposit – Not insured by any Federal Government Agency