Partners Gerald (Jerry) W. Hall, Branch Manager/ Wealth Management Specialist and James (Jim) A. Arcoraci, Chartered Retirement Planning Counselor/ Financial Advisor of Comprehensive Wealth Solutions along with their financial advisor team of Lawrence (Larry) C. Fiorella, David L. Astry and Kevin D. Astry, with offices located at 6 W. Main St. and 264 E. Main St. in Fredonia, Raymond James Financial Services, Inc., member FINRA/SIPC, recently completed the Retirement Plan Workshop professional development courses at the Raymond James Financial Center, according to Bo Bohanan, Director of Retirement Plan Consulting.
The Retirement Plan Workshops are professional development programs designed to help advisors further develop their skills and familiarity with the 401(k) and qualified retirement plans market by broadening their knowledge of plan administration, record keeping, pricing dynamics and fiduciary issues.
"Our Retirement Plan Workshops are designed to help advisors specialize in 401(k) and qualified plan to provide their clients the best possible service," Bohanan said.
The Raymond James Financial Center provides ongoing education and professional training for the firm's more than 6,000 financial advisors. The Institute's wide-ranging curriculum encompasses many disciplines in the financial services industry and is designed to enable the financial advisor to recognize, quantify, illustrate and solve financial problems as the key to providing superior customer service to the client.
Hall was a Financial Advisor with Merrill Lynch prior to joining Raymond James 10 years ago.
Arcoraci was a Financial Advisor with Ameriprise Financial for over 15 years.
Fiorella was a Financial Advisor with Ameriprise Financial and with AXA Advisors in Roanoke, VA. Prior to that Fiorella worked in several financial management positions with Advance Auto Parts, Inc., Kmart and Tops Markets, Inc.
Kevin and David Astry were also Financial Advisors with Ameriprise Financial.
About Raymond James Financial Services
Raymond James Financial Services, Inc. is a national investment firm providing financial services to individuals, corporations and municipalities through more than 3,200 financial advisors in 2,000 offices throughout the United States. For more than 38 years, Raymond James Financial Services has provided a wide range of services through our affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a financial services holding company that has more than 6,000 financial advisors serving over 2 million accounts throughout the United States, Canada and overseas. In addition, total client assets are approximately $270 billion, of which approximately $35 billion are managed by the firm's asset management subsidiaries.
