05/28/2025
Raymond James National Conference was another great experience! We were named to the Raymond James Executive Council again as a top office, nationally. We heard from several investment experts, money managers, and political analysts. We learned a lot about trade issues and investment opportunities. I got to sit in on a private lunch session with Kevin Simpson (frequent CNBC Halftime Report panel member) of Capital Wealth Planning who manages over $12 billion in assets. We were also blessed to hear from legendary Duke and Team USA Basketball Coach Mike Krzysewski (Coach K). His stories about Duke, Kobe Bryant, LeBron James, etc were fabulous. Time to get back to Owasso and use what we learned to help clients with their retirement and investment goals!
*Membership in Executive Council is based on prior fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
