Joel Gravina

About Joel Gravina

To me having a plan in place for your financial future is an absolute neccesity. Have you ever tried to put together a jigsaw puzzle without the picture? Having a plan in place helps identify your needs and goals for the short, intermediate and long-term. We help create a plan so you know that if anything should happen to you, you and your loved ones will have a strategy in place to help remain disciplined, and maintain your legacy throughout your retirement\"To be successful at anything in life you have to be devoted to it. As a Financial Advisor I get to do what I love.\"-Meeting with clients to establish a clear understanding of their objectives (Goals and Dreams)-Creating an investment plan specifically designed to help obtain the fullest potential for each client-Monitoring the plan on an ongoing basis to make sure they are on track

Experience

1. Associate Vice President - Investments

   Raymond James

   Feb 2022 — Present · Naples, FL, US

   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.htmRaymond James & Associates, Inc, Member New York Stock Exchange/SIPC