Maxwell Wolk with Raymond James and Nancy Herrington & Sarah Senior with Insperity
Feb 18, 2021 ·
39m 1s
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Description
Maxwell Wolk/Raymond James When Bob James founded Raymond James, he did so based on a belief that clients deserved more than help with investment decisions. They needed advice that considered...
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Maxwell Wolk/Raymond James When Bob James founded Raymond James, he did so based on a belief that clients deserved more than help with investment decisions. They needed advice that considered their entire financial picture. Today, that client-focused approach has extended to serve client accounts through 8,200 financial advisors in the United States, Canada and overseas. [...]
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