When Stephen first entered this business nearly forty years ago, things were different. Clients came to deal in straightforward investments: stocks and bonds. There were no mutual funds or financial products. “Financial planning” as we know it today, was not born yet – this was pure securities trading, or the buying and selling of stocks and bonds.

In early 2025, I made the decision to change the name of our operating business from Stephen Bishop and Associates Wealth Management Services, which we have used as our branding since I joined the Raymond James family of companies in 2006, to Biscop Cross Border Investment Services to better reflect the unique specialized investment services we offer.