Business Description

Investing toward retirement continues to challenge even the experienced investor in these turbulent times. Having a team of advisors that can help you make sense of it all is priceless. We here at Four Corners Wealth Management of Raymond James understand that - we work to help our clients plan and invest toward their personal long-term, financial goals. Sean Suarez and Jerry Kaplan bring a combined 28 years of experience to the table; clients can rely on their expertise to help them navigate the often choppy waters of the financial markets. We are selective in the type of clients with which we work. Our client list consists of those saving toward retirement as well as those retirees who are already there. We also help business owners and executives implement retirement plan solutions: such as succession planning, concentrated position solutions and 401k rollover options.

Our specialty exists in providing retirees with an income plan that will allow them to maintain their dignity and independence for the rest of their life.

At Four Corners WMG, we provide the planning and solutions that are custom fit just for you. Call or email us today to set up a free consultation in our Jacksonville office to see if our team may be a good fit for you.

General Information

Gender:

Male

CRD#:

4663865

Insurance License#:

E102511

Name of Broker/Dealer:

Raymond James & Associates

States Licensed in:

FL, AL, VA, WV, TN

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Businesses, Non-Profit Organizations, Individual Investors

Education

Academic Background

Bachelors from University of Florida - General Business and Economics

Services

Investment Types:

Annuities, Bonds, Insurance, Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Qualifications & Memberships

Certifications, Accreditations & Designations:

Wealth Management Specialist

Securities Licenses:

Series 65, Series 7, Series 31, Series 63, Series 66

Insurance and Annuity Licenses:

Variable Annuity, Long Term Care, Variable Life, Health, Life

Non-Financial Organization Memberships:

Kingdom Advisors
Crown Financial Ministries
Jacksonville Chamber of Commerce

Firm Information

Number of Advisors in Office:

Up to 10 employees

I work with clients as part of a team:

Yes

Compliance

Registered Investment Advisor:

Yes

Registered Representative:

Yes

Investment Advisor Representative:

Yes

I am an acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-based financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

$50,000

Compensation Methods:

Based on Assets

Additional Details on Charges:

We disclose our fees to prospective clients in the discovery phase of our 4 stage process. Full disclosure is the only way to do business in our opinion.

Prepared By:

Sean Suarez