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
Senior Vice President, Investments Cfp
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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