BFS Wealth Management Employee Directory

Investment ManagementNew Jersey, United States2-10 Employees

We are an independent office that promises to put our clients’ interests first. Our team can offer you personalized financial planning solutions, designed with a focus on what is truly important to you.

We also back up our investment capabilities with extensive financial education and experience. Astoundingly, there are over 500,000 licensed financial advisors in the U.S., but less than one-third of them have any education in finance. Between the eight of us, we have earned three CFP certifications, one CPA designation, one CIMA designation, a Master in Financial Planning, and a Master in Business Administration.

Think of BFS Wealth Management as concierge-level financial guidance. 

Note: Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.
 
Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm 

BFS Wealth Management is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc

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