This branch of Raymond James Financial Services is the office of branch manager Richard P. Shanahan, MBA, CFP; financial advisor Maria Storm; and client service manager Emily Joyce-Grikis.
The office provides clients with a variety of financial services, including assistance with retirement, estate and college planning, management and evaluations on investments, risk management services and insurance solutions for financial matters.
All of its consultations start off with an introductory meeting to discuss the client's goals. An investment framework is presented in the second meeting if the client wishes to continue working with this financial services team.
Visit Raymond James Financial Services' website to learn more about its financial advising process and to read up on each team member at this location.