PROMOTIONAL FEATURE
When selecting investment advisers, it’s important to choose an experienced team that puts the client first.
Garrett Suydam and Patricia Conrad
Financial Knowledge
THAT WORKS FOR YOU
W
hen it comes to the world of investments, most people place their trust in the hands of professionals. This is why it is so important to choose a team with experience in the field and who values the client and understands their financial goals, both long and short term. Garrett Suydam and Patricia Conrad have many years of experience in the investment world and are two of the area’s premier financial advisers. After many years with Morgan Keegan, this dynamic team now partners together under the conservative, financially secure and well-diversified firm of Raymond James. “I am extremely excited to be a part of the Raymond James team. It has been a great platform for both myself and my clients to
area as a member of the Raymond be successful,” says Garrett, senior James family. vice president of investments. Garrett’s partner, Patricia, vice Born in Milltown, New Jersey, president of investments, brings Garrett moved to Inverness at age to the table a wealth of knowledge 8. During high school and college, and experience. Born and raised in he worked for Suncoast Schools Ocala, she began Federal Credit her financial Union as a teller The career with and new account foundation SunTrust in 1994 representative. in the banking In 2000, he of a great side before joined AmSouth client-adviser moving to the Investment relationship starts investment field Services and in 1995. In 2003, began his with trust. she became part career in the —GARRETT SUYDAM of the AmSouth investment Investments Firm field. Through and now finds herself at Raymond the AmSouth/Regions-Morgan James, where she couldn’t be more Keegan merger and most recent enthusiastic to work with clients. sale of Morgan Keegan to “Working at Raymond James Raymond James, he now finds is an exciting new way of doing himself ready to serve the Ocala
business,” she says, noting the excellent technology and market analysis. She predicts nothing short of success for her clients. Working with clients on a personal basis is important to both Garrett and Patricia, as they know having a relationship is key to client success. “The foundation of a great client-adviser relationship starts with trust. I get to know my clients’ hobbies and likes as well as their financial goals, and my satisfaction is only met when they fully understand their investments and my recommendations meet their comfort level and goals,” says Garrett. Both he and Patricia provide honest, up-front investment advice to each and every client. No pressure involved. “I love the relationship I have with my clients and look out for their best interests,” says Patricia, who specializes in growing assets for retirement and works in The Villages as well. Together, Garrett and Patricia bring years of investment experience with a diverse clientele to our area. From working with secure investments to tax-free income and stocks and bonds, they are ready to put their knowledge to work for you.
Raymond James Garrett Suydam, Financial Adviser Senior Vice President, Investments Patricia Conrad Financial Adviser Vice President, Investments 8075 SW Hwy 200, Ste. 104, Ocala (352) 854-6848/(866) 297-6577 suydam-conrad.com Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC
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