Raymond James Financial Services, Inc.

• Position: Wealth Management

Member FINRA/SIPC

166 E 14000 S, Suite 110 * Draper, UT 84020 * (801) 553-8999

What makes your practice different from the rest?

Our firm manages wealth for both institutions and individuals. We provide our individual wealth management clients the level of sophistication our institutional clients enjoy, but with a very personal approach. We couple all the advantages of institutional management with the warmth of a personal relationship that for many of our clients has lasted decades.

In addition, our corporate retirement plan services are of the highest caliber and our team has extensive consulting experience with retirement plans and their employees. We are some of the best known retirement plan advisors in the State of Utah.

Describe, in general, an ideal client for your practice:

Our ideal client would include businesses that need assistance managing a corporate retirement program, corporate executives. business owners, and successful individuals. They would have at least $100,000 of investible assets.

Describe your customer service model:

Our clients' needs always come before our own.

What is your investment philosophy?

We filter a large number of investment alternatives down to a quality group using a variety of sophisticated tools. We...