David Willis - Raymond James - Alexander City, Alabama

David Willis – Raymond James: A Comprehensive Overview

For individuals and families seeking comprehensive financial planning and expert financial consulting services, David Willis at Raymond James offers a dedicated approach centered on personalized solutions. Located at 2032 Cherokee Rd, Alexander City, AL 35010, United States, David Willis leverages the resources and stability of a nationally recognized firm while maintaining a commitment to local client needs. His phone number is 2564143355, and you can explore his professional profile and Raymond James’ extensive offerings at raymondjames.com. It’s important to note that as of the current data available, this firm is identified as veteran-owned, reflecting a dedication to service and potentially a unique understanding of client priorities.

Specialties and Services Offered: David Willis specializes in providing a wide range of financial planning services. These typically encompass:

• Retirement Planning: Developing strategies to ensure a secure and comfortable retirement, considering factors such as asset allocation, Social Security optimization, and tax-efficient withdrawal strategies.
• Investment Management: Crafting and managing investment portfolios designed to align with individual risk tolerance, financial goals, and time horizons.
• Estate Planning: Collaborating with legal professionals to create comprehensive estate plans, including wills, trusts, and power of attorney documents, to protect assets and ensure wishes are carried out.
• Insurance Planning: Evaluating insurance needs – life, disability, long-term care – to provide adequate protection against unforeseen circumstances.
• Education Planning: Helping families navigate the complexities of saving for college and other educational expenses.

Accessibility and Client Experience: David Willis prioritizes client accessibility. The office is equipped with a wheelchair-accessible car park and a wheelchair-accessible entrance, demonstrating a commitment to inclusivity. Furthermore, appointments are recommended to ensure dedicated time for thorough planning and discussion. There are also wheelchair-accessible toilets available on-site, enhancing the overall client experience. Currently, there are no publicly available Google My Business reviews for David Willis, indicating a nascent presence in online reviews, although this doesn’t necessarily reflect the quality of service.

Raymond James’ Foundation and Resources: David Willis operates within the framework of Raymond James, a full-service financial firm with a strong reputation for integrity and client service. Raymond James provides a vast network of resources, including:

Key Considerations for Prospective Clients: Given the current lack of publicly available reviews, it is advisable for potential clients to conduct thorough due diligence. While the average opinion (0/5) suggests a limited feedback base, reaching out directly to David Willis to discuss individual needs and expectations is strongly encouraged. Understanding his approach to client service, investment philosophy, and fee structure is paramount. The firm's focus on veteran-owned status may also resonate with clients seeking a firm that understands and values specific priorities. The office location in Alexander City, Alabama, provides convenient access for residents in the surrounding area.

Contact Information Summary:

• Address: 2032 Cherokee Rd, Alexander City, AL 35010, United States
• Phone: 2564143355
• Website: raymondjames.com

Disclaimer: The information provided here is for general informational purposes only and does not constitute financial advice. Potential clients should consult with David Willis or another qualified financial advisor to discuss their specific circumstances.