Socratic SBC | Small Business Consulting

Raymond James in Chevy Chase, MD is led by Roumell James, a Certified Financial Planner with expertise in asset management of equity and balanced accounts. Serving a diverse clientele including corporations, pension funds, individuals, and investors, Roumell James has been practicing since 1998. With a focus on providing tailored financial solutions, Raymond James offers comprehensive services to help clients achieve their financial goals. Whether you are looking for long-term investment strategies or personalized financial advice, Roumell James and his team are here to assist you. Generated from their available business information

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.