1515 Buenos Aires Blvd.
The Villages, FL 32159
Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Or by appointment
Welcome and thank you for taking some time to review our website. Clients of Royal Fund Management, LLC can expect a professional experience with a personal touch. I will carefully listen to your goals & financial objectives, then ask questions about your possible concerns and investment experiences of the past. Our clients enjoy the benefits of the independent fiduciary relationship and knowing our interests' align with their own. We focus on the client relationship first, utilizing all available tools and concepts to help develop a plan. Give me a call today.
Areas of Focus
- Capital Appreciation with respect to our client's risk tolerance & time frame
- Competitive Income planning concepts keeping yield & liquidity in mind
- Focused due diligence regarding client service requests and needs
- Advanced education & training
Interests & Community Participation
I enjoy my time as a volunteer coach for little league teams in the local area and also volunteer time at a local church. In the past I've spent time helping to build communities through Habitat for Humanity programs. In the future I'd like to find more time & use personal resources to help children in need.
- Proud to be one of the original IARs of Royal Fund Management, LLC. Since 2007 I've enjoyed helping our valued clients achieve their financial goals.
- Full-time role at RFM's Trading Desk since January, 2013
B.A. Business Management, 1991, Lynchburg College, Lynchburg, Virginia
The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.
Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.
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