Traverse, Northern Michigan’s – July 2019

13818 S West Bay Shore Dr. • Traverse City, MI 49684 • (231) 946-3650 • http://www.raymondjames.com/TraverseCity

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WHEN OUR CLIENTS SPEAK,

WE LISTEN.

Char tered Retirement Plan SpecialistSM, AWMA®, Accredited Wealth Management AdvisorSM; CRPC®, Accredited Asset Management SpecialistSM and AAMS® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other
countries. Cer tifi ed Financial Planner Board of Standards Inc. owns the cer tifi cation marks Cer tifi ed Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing cer tifi cation requirements.

It’s a simple but effective way of helping people reach their fi nancial goals - and it’s a way of doing

business that Raymond James has pioneered for more than 50 years. Make your voice count. Partner with

one of our fi nancial advisors and get guidance that’s in tune with your life. LIFE WELL PLANNED.

Jeff K. Pasche, CFA

®

Senior Vice President, Investments

Traverse City Complex Manager

Paul M. Bonaccini

Vice President, Investments

Accredited Asset Management Specialist

®

Susan Carlyon

Senior Vice President, Investments

Wealth Management Specialist

®

Keith Carlyon

Senior Vice President, Investments

Eric H. Palo

Vice President, Investments

James Spencer, ChFC

®

, AAMS

®

Associate Vice President, Investments

Jim Stoops, AWMA

®

, CRPC

®

First Vice President, Investments

Jennifer Youker, CFP

®

, CRPC

®

Financial Advisor