Wealth Management Specialist Keith Carlyon Senior Vice President, Investments
Robert Fenton Financial Advisor
13818 S West ShoreDrDr••Traverse Traverse City, City, MI 49684 13818 S West BayBayShore 49684••(231) (231)946-3650 946-3650 Perhaps the most meaningful thing you can do with success is share it. And when you do that with care and conviction, giving can be an art form - one Raymond James has been practicing since 1962. Today, we carry on the charitable legacy of our founder Bob James in words and actions as we seek to go forward by giving back. LIVE WELL PLANNED.
Inspire.
In a word, we believe in the transformative power of the arts. Perhaps the most meaningful thing you can do with success is share it. And when you do that with care and conviction, giving can be an art form – one Raymond James has been practicing since 1962. Today, we carry on the charitable legacy of our founder Bob James in words and actions as we seek to go forward by giving back. L I F E W E L L PL A NNED.
Connecting Our Community With The Enduring Magic Of Music Through Education And Discovery www.musichouse.org A
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© 2017 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.
Jeff K. Pasche, CFA® Senior Vice President, Investments Traverse City Complex Manager
Susan Carlyon Senior Vice President, Investments Wealth Management Specialist®
James Spencer, ChFC®, AAMS® Associate Vice President, Investments
Jim Stoops, AWMA®, CRPC® First Vice President, Investments
Jennifer Youker, CFP®, CRPC® Financial Advisor Raymond James & Associates, Inc., member New York Stock Exchange/SIPC Chartered Retirement Plan SpecialistSM, AWMA®, Accredited Wealth Management AdvisorSM; CRPC®, Accredited Asset Management SpecialistSM and AAMS® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries. 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.
100% VOLUNTEER 100% EXPENSES COVERED BY THRIFT STORE SALES 100% OF YOUR FINANCIAL DONATIONS GO DIRECTLY TO SERVE THOSE IN NEED On average, GTA SVdP serves over 1300 neighbors each year by providing warmth, preventing homelessness and promoting employment. THANK YOU GRAND TRAVERSE AREA for your gifts of TIME, TREASURE and TALENT making it all possible!
1207 Woodmere Ave. TC, MI 49686 Financial Assistance: By Appointment 231.947.8466
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