Since 2011, I have been helping local families and business owners, understanding what is most important to them and helping to build personalized investment strategies with a focus in individual stock ownership. Working closely with you and your other trusted professionals, I can help determine the most appropriate financial strategy to achieve your goals, such as business retirement strategies, insurance considerations, building a personal retirement plan, saving for education, or creating a regular flow of income.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. SilverTree Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.
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