Strength in numbers

December 2015

  • Steve and Rick enjoyed their personalized caricatures given to them as holiday gifts. Look for the pictures next time you visit our office.

October 2015

  • Amanda attended the 21st Annual Women’s Symposium for Raymond James advisors. Keynote speakers included Katty Kay, Lead Anchor, BBC World News America, Shelley Broader, President and CEO, Walmart EMEA Region, and Elizabeth Smith, CEO and Chairman of the Board, Bloomin’ Brands.

September 2015

  • Amanda and Rick attended the Raymond James Institute of Investment Management Consulting (IIMC), Portfolio Management Group program. Amanda and Rick are charter members of this group which offers educational programs, ongoing communications forums, dedicated investment consultants and networking with other advisors to those who have demonstrated a commitment to portfolio management and client focus.

August 2015

  • Congratulations to Amanda Piper who now holds the Chartered Financial Analyst® designation.

    The Chartered Financial Analyst® (CFA) credential has become the most respected and recognized investment designation in the world. The charter is an investment credential that is the global standard for embodying the integrity, dedication, and advanced skills needed to build a stronger, more accountable financial industry. No credential is as widely respected for its focus on current investment expertise and performing in the client's best interest. None is harder to obtain.

July 2015

  • Please join us in congratulating Neil and his wife Brookes on their wedding. The newlyweds will be celebrating their honeymoon in Florida.

June 2015

  • Welcome Lynda Kreutzinger!

    Lynda is the newest Client Service Associate for our team.

    In her free time, Lynda enjoys watching her daughter play volleyball and volunteers for River Hill High School Boosters. Lynda and her husband Dave live in Ellicott City. They have three children Rachel, Camille and Nicole.

May 2015

  • Several of our team members attended the Raymond James National Conference for Professional Development. Photos and updates have been posted to our Facebook page.

March 2015

  • Amanda and Rick attended the annual PMG Symposium in Florida. The annual symposium is a two-day educational program covering essential portfolio management topics including updates on the market, ETF research and analysis, liquid alternatives, and more.
  • These advisors are members of the Institute of Investment Management Consulting’s Portfolio Management Group, PMG. This program is offered to these select advisors who have demonstrated expertise in developing and delivering investment portfolios to meet client needs.
  • Rick attended the Raymond James Institutional Investors conference in Orlando, FL. He was one of only a dozen financial advisors in attendance. The conference was attended by more than 1,000 portfolio managers and analysts who listened to 300 companies' presentations.

February 2015

  • Our office shared some Valentine's Day cheer - thanks Rick and Steve!
  • Washington's Birthday was first declared a federal holiday by an 1879 act of Congress. The Monday Holiday Law, enacted in 1968, shifted the date of the commemoration of Washington's Birthday from February 22 to the third Monday in February, but neither that law nor any subsequent law changed the name of the holiday from Washington's Birthday to President's Day. Although the third Monday in February has become popularly known as President's Day, the NYSE's designation of Washington's Birthday as an Exchange holiday follows the form of the federal holiday.