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Spotlight
Raymond james & Associates
Raymond James & Associates is a different kind of
financial services firm, one that takes its legacy of individualized
service seriously in every realm. “We’ve always believed
that the best results come from having a full understanding of
each client’s unique needs and goals,” says David
Hilgendorf, Jr., senior vice president and branch manager of
the Grand Rapids office. “There are no canned solutions.
Our independent advisors develop personal relationships with
their clients, and as a result, they are better able to help
clients meet their financial goals. ”
The personal touch extends to the larger community
as well. As a company, Raymond James & Associates is known
for making philanthropy a corporate priority and supporting a
wide variety of organizations. “Giving back to the community
where we live and work is an absolute value,” explains
Mark Oberlin, senior vice president of investments. “We
believe it’s part of our mission
and is one of the best ways we can say thank you to our clients
and the community.”
Formerly Roney & Company, the Grand Rapids
office opened in 1928. To improve national reach, add state-of-the-art
technology and expand service offerings, the company joined Raymond
James in 1999. Today, 16 financial advisors and 12 staff members
manage approximately $1 billion in assets. To date, they’ve
never had a losing quarter.
Approximately 90 percent of the company’s
clients are local, so corporate support is directed toward organizations
that touch the lives of people in Grand Rapids. Oberlin says
the Fine Arts Center is a natural choice. Many of the firm’s
clients are interested in the arts, and the subscription series
offers an outstanding opportunity for greater involvement. Raymond
James & Associates has routinely advertised in event programs,
but this year decided to
increase their support to sponsor a show––country
powerhouse LeAnn Rimes on Friday, Oct. 1.
“We thought it was time to step up our
involvement,” says Oberlin. “The Fine Arts Center
consistently offers a variety of shows that are enticing for
the whole family. We can treat clients and their families to
a fun evening out and know the experience will be fantastic.”
A parent of Forest Hills students, Oberlin also
enjoys sharing the Fine Arts Center with clients who may not
have been there before. “The facility is one of the most
incredible assets any school system could hope to have––with
the best technology, beautiful acoustics and gorgeous surroundings,” he
says. “It’s a tremendous
community resource.”
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