Merrill Lynch Financial Advisor Timothy Shaughnessy - Bradenton (FL)

Thomas Varga Outstanding Financial Advisor - Highly Recommend! Ive been a client of Clinton Wilson from Raymond James for several years, and I cant recommend him enough! In that time it has been clear that he genuinely cares about his clients’ financial well-being. Mr. Wilson took the time to understand my unique financial situation and goals, then provided personalized advice that was easy to understand, and which helped me create a solid financial. At every step of the process he clearly explained all the fees involved and made sure I was comfortable with every decision we made. Communication is another highlight of my experience. His office was always quick to respond to my questions and provided regular updates on my portfolio. His expertise and insight are invaluable. If you’re looking for a knowledgeable, trustworthy, and approachable financial advisor, I really recommend reaching out to him at RJ. You won’t be disappointed!

janet fortune Ashley Troutman was informative and more than helpful.

John Robillard Very good wine, great food. Lots of people who are the same as us.

Lauryn Jones Ms. Bozeman has been super helpful with guiding me throughout my financial journey! She has taught me so much already in the few sessions that we’ve had. I can’t thank Ms. Bozeman enough for her expertise and support in helping me pay off my student loan debt and improve my financial situation. If you’re looking for a financial counselor who genuinely cares about your financial well-being and knows how to guide you toward success, I highly recommend her!

Melissa McDow I love this bank Suncoast has great perks for their customers, the employees are always so friendly and great at customer service I especially love going to the Inverness location Victoria is always so helpful always greets me with my first name. Any time I have questions she always gets me the answers she is such a delight she makes the Inverness Branch so welcoming.