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Financial Planners

Photo of James Levin
Financial Advisor Edward Jones
Home 5720 Clark Rd FLORIDA Sarasota FL 34233 Cell Phone: 941-387-4854 Website: http://www.edwardjones.com/james-levin

Biographical Info

How We Work Together

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we’re dedicated to providing you top-notch client service.

But we’re not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals

Categories: Financial Services
Updated 6 months ago. Return to top.
Photo of Karen Sites
Financial Advisor Morgans Stanley Wealth Management
Home 2 N Tamiamj Trai suite 1100 Sarasota Satasota Fl 34236 USA Website: Karen Sites Morgan Stanley

Biographical Info

Karen is a native of Jamaica. She has been in the financial services industry for over 15 years. She helps clients simplify their lives without compromising their ability to achieve their definition of success. She does utilizing her experience and resources to provide objective and unbiased advice while mai taknib the highest level of ethical integrity.

Karen attended Fordham University where she earned a Bachelor of Science in Psychology.

Karen lives in Bradenton, Florida with her family. When she is. It working with client, she enjoys spending time with her family and likes to travel to Alaska and Jamaica where she lived for several years.

Categories: Financial Services, Uncategorized
Updated 3 months ago. Return to top.