SSG Executive Advisory Group of Raymond James

www.raymondjames.com

SSG Executive Advisory Group of Raymond James is a boutique wealth management team within one of the world’s preeminent financial firms. Our services focus on complex family engagements, often Corporate Executives, Late-Career Physicians, and Entrepreneurs. We work with clients to develop custom, comprehensive financial plans that seek to help you feel confident that you are planning for long-term prosperity. ASK US WHY ... WHY OUR EXTENSIVE EXPERIENCE MATTERS TO YOU Every market condition and financial environment we have encountered has strengthened the expertise we offer today. We have honed our skills through real-world experience, and are committed to continuing to doing so on a daily basis. WHY WE’RE NOT ON WALL STREET We are devoted to serving your best interest, not the profit-driven mandate of some Wall Street firms. We are solely interested in delivering objective and well-reasoned advice to our clients. WHY WE CHOSE RAYMOND JAMES We are not interested in participating in a product-driven culture, but in delivering objective and well-reasoned advice and guidance to our clients. This shared ideology is why we have chosen to affiliate with Raymond James. WHY WE STAND OUT FROM THE AVERAGE PRACTICE We view our clients as valued relationships, working closely together to develop a financial plan to help them meet their needs rather than as a transactional account. We are not the advisor to work with if you simply want to buy and sell securities. WHY YOU SHOULD HIRE US You would be the recipient of state-of-the-art, cost-efficient financial advice, and guidance from our team of experienced professionals. We are going to work on your behalf on every financial matter, from A to Z. Let’s explore the enormous potential of working together OUR SERVICES INCLUDE: • Cash Management • Concentrated Stock Management • Employee Stock Planning • Retirement Planning • Options • Asset Allocation • Wealth Transfer & Preservation Call SSG at 855-608-7537 to schedule your complimentary wealth management consultation! NMLS#: 1290445 Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, 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 the 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. Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

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SSG Executive Advisory Group of Raymond James is a boutique wealth management team within one of the world’s preeminent financial firms. Our services focus on complex family engagements, often Corporate Executives, Late-Career Physicians, and Entrepreneurs. We work with clients to develop custom, comprehensive financial plans that seek to help you feel confident that you are planning for long-term prosperity. ASK US WHY ... WHY OUR EXTENSIVE EXPERIENCE MATTERS TO YOU Every market condition and financial environment we have encountered has strengthened the expertise we offer today. We have honed our skills through real-world experience, and are committed to continuing to doing so on a daily basis. WHY WE’RE NOT ON WALL STREET We are devoted to serving your best interest, not the profit-driven mandate of some Wall Street firms. We are solely interested in delivering objective and well-reasoned advice to our clients. WHY WE CHOSE RAYMOND JAMES We are not interested in participating in a product-driven culture, but in delivering objective and well-reasoned advice and guidance to our clients. This shared ideology is why we have chosen to affiliate with Raymond James. WHY WE STAND OUT FROM THE AVERAGE PRACTICE We view our clients as valued relationships, working closely together to develop a financial plan to help them meet their needs rather than as a transactional account. We are not the advisor to work with if you simply want to buy and sell securities. WHY YOU SHOULD HIRE US You would be the recipient of state-of-the-art, cost-efficient financial advice, and guidance from our team of experienced professionals. We are going to work on your behalf on every financial matter, from A to Z. Let’s explore the enormous potential of working together OUR SERVICES INCLUDE: • Cash Management • Concentrated Stock Management • Employee Stock Planning • Retirement Planning • Options • Asset Allocation • Wealth Transfer & Preservation Call SSG at 855-608-7537 to schedule your complimentary wealth management consultation! NMLS#: 1290445 Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, 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 the 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. Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

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Country

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State

Montana

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Employees

1-10

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Founded

1994

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Estimated Revenue

$1,000,000,000+

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Potential Decision Makers

  • Vice President , Investments

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    Phone (***) ****-****
  • President and Founder

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    Phone (***) ****-****
  • Senior Vice President , Investments; Managing Director

    Email ****** @****.com
    Phone (***) ****-****
  • Cfp , Senior Financial Planning Consultant

    Email ****** @****.com
    Phone (***) ****-****

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