Scott Abee
Senior Vice President , AIF - Investments at Raymond James
- Role
- Senior Vice President, Aif - Investments at Raymond James
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Scott Abee
Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC. Please…
Experience
Senior Vice President, Aif - Investments
Dec 2015 — Present
Since 1986 my practice has been dedicated to helping individuals, their families & small business owners grow, preserve and transfer wealth.I do this by providing highly personalized and confidential investment & administrative services. As of November 2018 I received the designation of Accredited Investment Fiduciary.
Skills
- New Business Development
- Securities
- Finance
- Investments
- Financial Services
- Strategic Financial Planning
- Investment Advisory
- Capital Markets
- Series 7
- Small Business
- Portfolio Management
- Retirement Planning
- Finra
- Financial Advisory
- Account Management
- Business Development
- Wealth Management
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