James Lemaster is a Wealth Advisor, Senior Investment Management Consultant, and Senior Portfolio Manager with over thirty years of experience in the financial services industry with Morgan Stanley. James earned... show more
Specialties: Annuities‚ Asset Management‚ Comprehensive Financial Planning‚ Estate Planning‚ Life Insurance‚ Long-Term Care
With more than 34 years of experience in retirement planning and investment management, Michael has the accumulated knowledge and perspective to help you with your financial goals. Michael understands the... show more
As the founding member of the Heritage Group of Raymond James, Kristy built a practice with the understanding that retirement planning means more than providing her clients with investment advice.... show more
Mark genuinely loves helping people fulfill their dreams. His ultimate endeavor is to help clients reach their goals in a way they are comfortable with through wealth management, financial and... show more
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