Rossi, William

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Morgan Stanley, with a location in Ocala, Fla., is one of the largest financial institutions in the world. Founded in 1935, the company offers a range of services, such as financial counseling, business consultation, securities lending, capital introductions and brokerage execution. The services offered by the company include securities underwriting, alternative investments, online trading, and investment and portfolio management. It provides a variety of financial products and services to companies, individual investors, institutions and government agencies. In addition, the company offers online fraud protection services. It has been a recipient of the Alpha Award for client services. Headquartered in New York City, the company has offices throughout the United States, including Atlanta, Boston, Chicago, Los Angeles and Philadelphia.

Raymond James Financial Services, based in Ocala, FL, is a global financial firm renowned for providing trusted advice and tailored strategies for individuals and institutions. Their advisors focus on understanding each client's unique complexities to offer personalized financial planning and investment solutions. Backed by a team of specialists in various fields, Raymond James is committed to working responsibly and sustainably, as reflected in their corporate responsibility initiatives. Their dedication to excellence and client satisfaction sets them apart in the financial services industry. Generated from the website