Princeton Wealth Advisors of Raymond James Employee Directory

Financial ServicesNew Jersey, United States11-50 Employees

Currently managing more than $2 billion in assets for our clients, our team represents over 100 years of collective experience in financial services. Our skills and knowledge are complemented by the vast informational and technological resources of Raymond James, an acknowledged leader in the financial services industry. 

   As financial advisors, our mission is to enhance our clients’ quality of life through personalized wealth management strategies. In carrying out that mission, we follow the principles of "value investing," a pragmatic philosophy embraced by investment gurus like Robert Kirby, Shelby Davis, Ben Graham and Warren Buffett. Essentially, value investing involves identifying quality companies that, for any one of myriad reasons, are undervalued by the market. This creates the opportunity to purchase those companies for less than they are actually worth.

The principals in our practice have been colleagues for more than 25 years. Several of our clients have been with us the entire time. Why? Because they trust us to help them invest and manage their wealth in a way that fosters their financial well-being. Whether working with high-net-worth individuals, families or select institutions, we always keep that trust in view.

Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC. 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/smrja.htm

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