David Willis - Raymond James - Alexander City, Alabama

David Willis – Raymond James: A Dedicated Financial Advisor

For individuals and families seeking comprehensive and personalized financial planning services, David Willis at Raymond James offers a dedicated approach to wealth management. Located in Alexander City, Alabama, David Willis is a seasoned financial consultant committed to guiding clients toward their long-term financial goals. His firm, Raymond James, is a nationally recognized financial services firm, providing a robust platform for expert advice and tailored solutions.

Location and Contact Information

David Willis’s office is strategically situated at 2032 Cherokee Rd, Alexander City, AL 35010, United States. Clients can easily reach him by phone at 256-414-3355. For more detailed information and to schedule an appointment, please visit his website: raymondjames.com. The website provides valuable resources, including educational materials and a detailed overview of his services.

Specialties and Services

David Willis specializes in providing a wide range of financial planning services designed to meet the unique needs of each client. These include:

• Retirement Planning: Developing strategies to ensure a comfortable and secure retirement.
• Investment Management: Creating and managing diversified investment portfolios aligned with individual risk tolerance and financial objectives.
• Estate Planning: Assisting clients in establishing comprehensive estate plans to protect their assets and provide for their loved ones.
• Financial Education: Providing clients with the knowledge and tools they need to make informed financial decisions.
• Tax Planning: Working with clients to minimize their tax liabilities.

As a member of Raymond James, David Willis benefits from access to a vast network of resources and expertise. He leverages this support to deliver a higher level of service to his clients. His commitment to ongoing professional development ensures he remains at the forefront of industry trends and best practices.

Accessibility and Client Focus

David Willis prioritizes client satisfaction and accessibility. The office is wheelchair-accessible, featuring both an accessible entrance and a wheelchair-accessible toilet. Appointments are recommended to ensure dedicated time and personalized attention. Recognizing the value of client feedback, David is committed to continuously improving his services and building lasting relationships. Currently, the company has 0 reviews on Google My Business, indicating an opportunity for increased visibility and testimonials.

Key Features and Considerations

Here’s a summary of key features to consider when evaluating David Willis and Raymond James:

Overall Impression & Opportunity

Despite the current lack of online reviews, David Willis’s dedication to providing comprehensive financial consulting and personalized service, coupled with the robust resources of Raymond James, presents a compelling option for individuals seeking a trusted financial advisor. The firm’s commitment to client accessibility further enhances its appeal. Encouraging clients to share their experiences on platforms like Google My Business would significantly contribute to building a stronger online reputation and providing valuable insights for prospective clients. His focus on financial planning and wealth management demonstrates a proactive approach to helping clients achieve their financial aspirations. The combination of veteran ownership and accessibility features underscores a commitment to serving a diverse clientele. The firm’s location in Alexander City provides convenient access for residents of the surrounding area.

Contact Details Summary:

• Address: 2032 Cherokee Rd, Alexander City, AL 35010, United States
• Phone: 256-414-3355
• Website: raymondjames.com

Disclaimer: This information is for general informational purposes only and does not constitute financial advice. Consult with David Willis or a qualified financial advisor to discuss your specific circumstances.