Given the complexities of today’s financial markets, credentials are essential. But as important as they are, they can be ineffective if not combined with what can only be gained through experience.
A lot has changed in our lifetime, but the more things change the more they stay the same. Money is still important. We need to save it. We would like it to grow. And ultimately we need it to generate income. To achieve all three of these goals, we need to invest it wisely.
It starts with a team. Successful investment plans are collaborative efforts requiring a diversity of skills. As head of Grant Investments, Jim recognizes this. By combining our knowledge, experience, and dedication to exceptional service with the resources available through the Raymond James group of companies, we are able to provide the best possible investment experiences for our clients.