As a Fiduciary Advisor (for Advisory accounts) and 30-year industry veteran, I am passionate about making a meaningful difference in the lives of my clients - many of whom I have served since the inception of my career. In a world where personal connection is increasingly rare, my clients value the one-on-one attention and genuine relationships we have built over decades. I am fortunate to have a dynamic team of financial professionals in my office who share my mission of providing exceptional service and support
I partner with clients in their financial success through a five-step process:
Step 1: Identify goals, objectives and risk profile. Step 3: Implement investment recommendations
Step 4: Review progress. Step 5: Provide financial education and quarterly updates. My goal is to help take the stress out of money so you can fucus on what really matters – living your life. Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Mendham Capital Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm
