Jeff Petrillo - Raymond James

Kathi Gordon-Beatty - Raymond James, situated in Highland, MI, is a distinguished financial services provider specializing in tailored wealth management solutions, investment banking, asset management, and capital market strategies. Serving a diverse clientele comprising individuals, businesses, and municipalities, they offer comprehensive financial planning, portfolio advisory services, in-depth investment research, and customized support aligned with each client's unique financial objectives. With a wealth of experience at their disposal, their core mission revolves around guiding clients through intricate financial landscapes by delivering meticulous analysis and personalized care. Emphasizing prudent risk management practices, Kathi Gordon-Beatty - Raymond James presents clients with avenues to enhance, safeguard, and efficiently transfer their financial assets. Their global presence combined with a strong community-focused ethos underscores their unwavering commitment to furnishing attentive, purposeful, and objective-driven financial solutions. Through a blend of expertise, dedication, and a client-centered approach, they stand out as a reliable partner in navigating the complexities of wealth management with precision and integrity. Generated using this brand's available information

Allstate runs through my blood. My grandfather and father have been Allstate agents my entire life. I cannot remember when I figured out exactly what they did here, but I knew they loved life! While obtaining my Bachelor of Arts in Accounting from Michigan State, I became licensed and trained ...