Brian McPherson

Brian McPherson

Senior Vice President, Investments at Raymond James

Role
Senior Vice President, Investments Cfp at Raymond James
Location
Washington, DC, US
LinkedIn followers
500 followers

About Brian McPherson

John Splain, Senior Vice-President, Investments and I are the McPherson Splain Group of…

Experience

  1. Senior Vice President, Investments Cfp

    Raymond James

    Jul 1993 — Present

    As a financial advisor, CERTIFIED FINANCIAL PLANNER™ professional and the Senior Vice President, Investments of the McPherson Splain Group of Raymond James, I understand that serving clients\' financial and investment needs begins with building strong, lasting partnerships. I focus on listen to each client because I believe everyone\'s needs and financial goals for the future are unique. Today, we offer a broad range of services through Raymond James, from the beginner to the most sophisticated investor. Our primary focus is retirement income planning and estate planning for pre-retirees and those who have transitioned into retirement.

Education

  • Colby College

    BA, Administrative Sciences

    1977 — 1981

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