You are here: / / Jim Zientara, Larry Morse, and David Shugol ATTENDS St. Petersburg Regional Meeting Asset Management Services
|St Petersburg, Fla. – Local Financial Advisors, Jim Zientara, Larry Morse and David Shugol recently attended an event hosted by Asset Management Services of Raymond James. The conference offers financial advisors the opportunity to participate in a broad range of educational sessions and presentations made by subject matter experts and industry leaders, and also gives them a forum for networking and sharing best practices with their clients.
Mr. Zientara, Mr. Morse, and Mr. Shugol whose office is located at 11009 Gatewood Drive in Lakewood Ranch 941-750-6818, found the content of this year’s meeting to be of particular value. “Our open-forum discussions were diverse and covered new opportunities, market insights, and economic forecasts. Timely breakout sessions included asset allocation, how to manage fixed income decisions, and meeting income needs in today’s complex environment. Also of note, was the chance to hear about new resources available to help serve institutional clients.
After returning from St Petersburg, Florida, the site of the 2014 meeting, Mr. Zientara, Mr. Morse, and Mr. Shugol already have plans to implement several of the ideas offered up at the conference. This was a valuable experience and they look forward to sharing what they have learned with clients and with professionals throughout the community,”
About Raymond James Financial Inc.
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 approximately 6,200 financial advisors serving approximately 2.5 million accounts in approximately 2,500 locations throughout the United States, Canada and overseas. In addition, total client assets are approximately $441 billion
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