Norman Raymer

About Norman Raymer

As a Fiduciary, my goal is to help our clients, retirees and individuals who are smart professionals in their own fields, but feel that they may not have the time or knowledge to make educated decisions in their investments, retirement and tax strategies.I have been in the investment management and retirement planning business for over 30 years, written retirement and financial investment articles for national magazines and taught CPA groups in these areas for continuing education courses. I have an MBA in Finance, and hold both ChFC (Chartered Financial Consultant) and CEP (Certified Estate Planner) professional designations.Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.When should I start taking my Social Security Benefits? There are many options available to individuals than most are aware of. We help you maximize your benefits. Specialties: Our specialization is in investment management, retirement income, IRA and 401k rollovers, financial & estate planning. A large portion of our clientele are women who are single, divorced or widowed. We also help design and implement investment and retirement plans for both individuals and business with emphasis on tax reduction strategies.Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc. Please visit our website for additional

Experience

1. CEO & Financial Advisor

   Wealth Advisors

   Jun 1981 — Present

   We help our clients who are smart professionals in their own fields, but feel that they may not have the time or knowledge to make educated decisions in their investments and retirement planning. Our value to you is to develop a strategy based on your needs, that you understand, then educate you to increase your confidence in the choices you make. Serving you throughout Tampa Bay and the U.S.

Education

• The Ohio State University

  MBA

Skills

• Investments
• Estate Planning
• Retirement
• Finance
• Financial Advisory
• Management
• Customer Service
• Retirement Planning
• Employee Benefits
• Investment Management
• Financial Advisor
• Financial Planning
• Wealth Management
• Securities
• Mutual Funds
• Insurance
• Fixed Annuities
• Strategic Planning
• Finra
• 401k
• Series 63
• Investment Advisory
• Fee Based Investment Management