Well-reasoned financial planning steeped in tradition with an enduring commitment to serving your best interests.
A strong sense of tradition can inspire confidence in all who it touches – knowing that a long-standing dedication to doing what is right has not only been established, but has been ingrained over time.
This sacred principle is evident in our commitment to our clients and in the multigenerational lineage of our team. It is through our over 150 years of collective experience and enduring commitment to serving our clients’ best interests that we help each of them plan for a most promising tomorrow.
While our well-established team of financial professionals represents many areas of expertise and a wide range of industry experience, we share a common commitment to the highest of standards when serving our clients.
We further extend our own experience and capabilities by utilizing the extensive research and resources of Raymond James, one of America’s largest and most respected independent financial services firms.
We have been managing the wealth of individuals, families and executives for many years, not only those who call Louisville home, but clients from across the country who have benefited from our impeccable reputation for integrity, service and expertise.
Whether you work for a large corporation, own a small business, or are retired now and reaping the rewards of a fulfilling and successful career, we offer the experience and expertise to provide financial guidance for successfully navigating the journey and milestones of life.
Team Members:
Harry Wall, WMS, CMFC®, Senior Vice President, Investments
Marc Young, CFP®, CIMA®, Vice President, Investments
Tim Campisano, Vice President, Investments
Brent Carlton, CFP®, Vice President, Investments
Hank Wall, CFP®, CRPC®, Financial Advisor
Diane Sturtzel, Senior Registered Client Service Associate
Marie Chandler, Senior Registered Client Service Associate
Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm
Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC
Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Chartered Retirement Planning Counselor and CRPC® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
When seeking financial guidance, it would certainly be prudent to weigh our century of collective experience and well-established status in the community. But perhaps most worthy of your consideration is this simple principle: In our disciplined approach to managing your wealth, every action is deliberately performed in your best interest and in the carefully measured pursuit of your goals.
While each individual’s needs are unique, many people have similar planning objectives – whether to ensure they have the income they need today, to plan for retirement tomorrow or to grow their assets. Dupré Financial Group of Raymond James’ core solutions are designed to provide a framework for your specific goals.
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 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. Investing involves risk and investors may incur a profit or a loss. Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC.
Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm
