Lynn Shaw
Shaw Investment Management of Raymond James
- Role
- Financial Advisor at Raymond James
- Location
- Memphis, TN, US
- LinkedIn followers
- 500 followers
Experience
Financial Advisor
Jun 2007 — Present · Memphis, TN, US
At Shaw Investment Management we work to meet the unique financial needs of our clients. Our individual private client profiles include: high net worth families, corporate executives, healthcare professionals, business owners and retirees. Services we provide to our private individual clients include: asset management, financial planning, debt structure, risk manangement, wealth transfer /estate planning and lifestyle management services. Working with Institutional Clients we provide services in the areas of Corporate Retirement Plan Structure,Fiduciary and Investment Management, Corporate Balance Sheet Cash Management, and Foundation and Endowment Investment Advisory.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. Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm
Skills
- Wealth
- Asset Management
- Uniform Combined State Law
- Wealth Management
- Non Profit and Foundation Consulting
- Alternative Investments
- Portfolio Management
- Asset Allocation
- Mutual Funds
- Retirment Income Planning
- Strategic Financial Planning
- Securities
- Estate Planning
- Retirement Planning
- Cash Management
- Investments
- Wealth Transfer Strategies
- Corporate Retirement Plan Consulting
- Series 7
- Series 63
- Corporate Cash Management
- Investment Advisory
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