Raymond
James
James
St. Petersburg, Florida
What city is Raymond James headquartered in?
Rather than sit in a Mexican airport, she road tripped from Gaudalajara to Puerto Vallarta.
Who is Brenda Zehren?
The return you receive on an investment.
What is ROI?
An investment that represents an ownership share in a company.
What is a stock?
A 401(k) rollover prospect.
What is a job change?
8,100
How many financial advisors are affiliated with Raymond James worldwide?
Has been to more than 20 states by bike.
Who is Lisa LeFevre?
The name for how your investments are divided into categories general based on risk.
What is Asset Allocation?
A fixed income investment in which an investor loans money to an entity and receives interest in return.
What is a bond?
Someone who wants to retire "someday."
Who is a retirement plan prospect?
$896 Billion
What is the total client assets managed by Raymond James?
Luxemburg-Casco Prom King
Who is John Kaye?
A tax-advantaged account where funds go in PRE-tax and come out as taxable income.
What is an IRA?
A pool of money collected to invest in a "basket" of stocks, bonds or investment instruments.
What is a mutual fund?
Someone helping a family/friend/loved one with home health care.
Who is a long-term care insurance prospect?
The pioneer of "financial planning."
Who is Raymond James Financial Services?
A collegiate swimmer.
Who is Karen DeBaker?
A tax-advantaged retirement account where money is deposited AFTER tax and comes out tax free.
What is a Roth IRA?
A "basket" of stocks or bonds that is traded like a stock and often tied to an index.
What is an Exchange Traded Fund (ETF)?
A business owner who wants to decrease staff turnover and decrease tax liabilities.
Who is a group plan prospect?
Approximately $190,000,000.
What is total assets managed by your Bank of Luxemburg team?
Played violin at 5 years old.
Who is Dana Tupper?
The practice of investing a specific dollar amount periodically regardless of the price per share.
What is dollar cost averaging?
A fixed portfolio generally of stocks and bonds redeemable after a specific period of time.
What is a Unit Investment Trust?
Someone who just had a baby/grandbaby.
Who is a 529 college savings account prospect?