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A Registered Player Financial Advisor with the NFLPA 

Securities Offered through Raymond James Financial Services, Inc
Member FINRA / SIPC

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How To Select A Financial Advisor

If someone is looking for information, looking for a solution to a problem…

What do they do? Where do they go?

  • Ask a friend
  • Search the Internet - Google
  • Review web sites
  • Call a pro

What are the steps in the search for a personal financial advisor?

  • Identify the need
  • Identify candidates
  • Inquiry
  • Evaluation
  • Selection

What are the criteria for selection of a financial advisor?

  • Expertise
    Experience
    Understanding the client’s needs
    Cost
    Personalities
    Reputation
    Track Record
    Current Client Base
    Value Perception
    Personal referral
    Trust