Matthew Shafer
Managing Director @Raymond James
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WORK HISTORY
Managing Director @Raymond James
Boca Raton, FL, US
My team provides a central point of access to world class financial services from within and outside our firm. We help manage and organize these solutions to simplify our client’s financial lives. Our clients derive comfort from this synchronized approach.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 Raymond James & Associates, Inc, member New York Stock Exchange/SIPC Investments & Wealth Institute ™ (The Institute) is the owner of the certification mark “CIMA” and “Certified Investment Management Analyst”. Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.
EDUCATION
American University
MA, Economics
American University
BA, Economics
ABOUT MATTHEW SHAFER
I am passionate about guiding clients through today’s complexities of managing wealth.…
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