I'm a fan of Raymond James Marketing. Having this kind of marketing freedom and support is an unbelievable differentiator. I really enjoyed working with the team and felt they understood our needs and were willing to work flexibly to meet them. I know everyone at Louisville Capital Advisors is very proud of the materials.
Senior Vice President, Investments
Kentucky Complex Manager
Team transitioning from Merrill Lynch that focuses on long-standing relationships and tradition.
Providing a highly specialized and structured financial plan for retirees and professionals.
Retirees, professionals, business owners, individuals and families, more specifically UPS and Norton Healthcare employees.
Use the themes of “tradition” and “long-standing relationships” to express their commitment to disciplined action with a deliberate approach.
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