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Investment Adviser Representative
Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Or by appointment
As an Investment Adviser with Royal Fund Management my only concern is my clients well-being. With the sole purpose of my clients welfare, I utilize an investor's investment horizon, risk tolerance and overall financial goals to design a portfolio that best meets their needs. It is this Client First mentality that nurtures a healthy, long-lasting, professional relationship and enhances my ability to serve my clientele. Once the ideal asset mix is determined and the plan is in place, I stay connected with clients having periodic visits and open lines of communication.
Honesty, trustworthiness, transparency and communication are the staples of my professional relationships. It is my belief that a successful Adviser/Client relationship must have a foundation built on trust.
I encourage you to request a no-fee, non-obligatory review.
Areas of Focus
- Retirement Planning
- Estate Planning
- Medicaid Spend-Down Avoidance
- Merrill Lynch - Financial Consultant
- Charles Schwab - Financial Adviser, Priority Division
- Rosenthal Collins Group - Commodity Futures Trader
Baldwin Wallace College 1994 B.A., Business Administration & Finance
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.