Investments
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at Gulf Winds
Providing Trust and Investment Services
for Families and Individuals
Do you trust your plan? Does it make you uncomfortable to pick up the phone and talk with your current financial advisor? The Raymond James Wealth Advisors at Gulf Winds are ready to help you create a Life Well Planned. With 9 offices on the Gulf Coast, we offer the financial capabilities of Raymond James and the reliability of being local. If you’re not comfortable talking with your financial advisor, or if you just need a second opinion about your financial well-being, give us a call. We are here for you.
Our Wealth Advisors have over 60 years of experience helping others plan their financial future, and we understand there is no substitute for trust.
Your Raymond James Team
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Contact
From Left
Bob Alft - Wealth Advisor
bob.alft@raymondjames.com
850-479-7190
Monica Kallies - Relationship Associate
monica.kallies@raymondjames.com
850-479-7191
Bob Beargie - Senior Relationship Manager
bob.beargie@raymondjames.com
850-479-7180
In May 2011, for the third consecutive year, Raymond James clinched first place among full-service brokers in the SmartMoney Annual Broker Survey, receiving top ratings for customer satisfaction and recommended stock performance. SmartMoney does not endorse any product or service for Raymond James. Past performance may not be indicative of future results.
About Raymond James
Raymond James Financial (NYSE-RJF) is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies. Its three principal wholly owned broker/dealers, Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd., have more than 5,300 financial advisors serving 1.9 million accounts in 2,300 locations throughout the United States, Canada and overseas. In addition, total client assets are approximately $273 billion, of which approximately $35 billion are managed by the firm‘s asset management subsidiaries.*
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are: Not Deposits; Not insured by NCUA or any other governmental agency; Not guaranteed by Gulf Winds Federal Credit Union; Subject to risk, may lose value. Gulf Winds Federal Credit Union is independent of Raymond James Financial Services, Inc.
* RJF stats as of 3/23/2011
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
