Our Investment Philosophy

Left to right: Terry L. Lamb, Carrie L. Streets, Frank N. Gibson, Tony M. D’Andrea, Dennis K. Wolfe

By placing client needs first and taking a conservative approach to investing, we concentrate on building long-term relationships with our clients, not just making transactions. The Round Table Advisors of Raymond James & Associates know that every investor is unique. That's why we're dedicated to fully understanding you before we offer any investment advice.

Integral to the relationship building process is a focus on education. We believe that continuing education for our team is necessary to maintain the timeliness of investment knowledge, tax laws and financial planning techniques. Our group also believes that client education is essential to a successful investing relationship. By providing clients with useful financial information, we are giving them the tools they need to feel confident in their investment choices.

Clear channels of communication and quality service are also vital ingredients in establishing a strong rapport with clients. Traditionally, investors receive assistance from only one financial advisor. We believe our clients deserve the highest level of service and accordingly, have developed a team approach to remain responsive to our clients' needs at all times. Providing assistance and support to our fellow Associates and their clients is fundamental to sustaining a quality work environment that nurtures opportunities for unparalleled service, personal growth and job satisfaction. To emulate other members of our industry requires us to continue to work hard; to excel beyond our peers requires us to provide an even higher caliber of service to our clients and that is the goal of our group.