Raymond James Financial Services – Brad Dantzler, AAMS
Managing Director
Senior Vice President, Investments
Andrew C. Stroud – Associate Vice President, Wealth Management
Diana Vega- Revelo – Senior Registered Client Service Associate
Debbie Martin – Senior Registered Client Service Associate
Kavita Samuel – Client Service Associate
We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.As a financial advisor, my mission is to provide clients with the knowledge and expertise they need to make educated financial decisions. In order to accomplish this, I combine my experience in the financial services industry with quality investment alternatives and the latest information and technology available.I strive to present information in a straightforward, understandable manner so that together with my clients, we can determine the most appropriate options available for their portfolios. I constantly consider changes in both the marketplace and in my clients’ needs, making necessary adjustments to help them. We specialize in long term care, annuities, mutual funds and retirement planning.
Having choices is important in investing. We believe investors’ plans should change as their lifestyles and needs do. Through Raymond James investors are offered an extensive array of investment alternatives and services.
Raymond James & Associates, Inc., Member NYSE / SIPC
141 5th St. NW Suite 100 Winter Haven, FL 33881
Office: 863-298-9569
