The personally connected financial counsel we offer carries a common purpose – to serve as a true catalyst for the continued success of our clients.
At the AMG Group of Raymond James, you will find a close-knit, collaborative team sharing areas of expertise to serve you in a most comprehensive and attentive manner.
Our lead advisors – Jean Arias, Polly Moore and Lori Gann Morris – represent more than 76 years of combined experience in the financial services industry and have been collaborating as a team since 2006. Jean and Polly have worked together as a team since 1989.
The unique experience, expertise and personality of each team member help us serve our clients in a most coordinated and complementary manner, while our team’s intergenerational nature adds insight and perspective to every life stage.
Being an all-women team has been a determining factor for some clients in choosing the AMG Group because they wanted their spouses to feel comfortable should something happen to them. The fact is, our ongoing goal is to make every client comfortable with the personal connection and professional relationship we build with them.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm
Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC
At the AMG Group of Raymond James, you will find a close-knit, collaborative team sharing areas of expertise to serve you in a most comprehensive and attentive manner.
Our lead advisors – Jean Arias, Polly Moore and Lori Gann Morris – represent more than 76 years of combined experience in the financial services industry and have been collaborating as a team since 2006. Jean and Polly have worked together as a team since 1989.
The unique experience, expertise and personality of each team member help us serve our clients in a most coordinated and complementary manner, while our team’s intergenerational nature adds insight and perspective to every life stage.
Being an all-women team has been a determining factor for some clients in choosing the AMG Group because they wanted their spouses to feel comfortable should something happen to them. The fact is, our ongoing goal is to make every client comfortable with the personal connection and professional relationship we build with them.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm
Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC