Meet our Wealth Management Team
Helping you plan the ideal financial future
The professionals at Freedom First Wealth Management are here to help you with a wide variety of planning and investing needs to fit your lifestyle and 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 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.
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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Freedom First Wealth Management and are not insured by any credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Freedom First Credit Union and the Freedom First Wealth Management are separately owned and operated and not independently registered as broker-dealers or investment advisers.
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RJFS Registered Branch: 102 Campbell Ave SW, Roanoke, VA 24011 | RJFS Registered Phone: 540-389-0244