Affinity Wealth Partners
The Affinity Wealth Partners team was thoughtfully built to meet the full wealth management needs of your entire family. Going above and beyond, our friendly team prides itself on delivering personalized service and attention to detail that’s second to none. By developing deep, meaningful relationships with clients like you, we’re driven to be helpful in as many aspects of your life as possible. Going far beyond rates of return, we get to know all the complexities of your life and happily provide professional guidance to help you navigate those challenges. You’ve worked hard to achieve success for your family, and we’re proud to be the trusted financial stewards who give you the freedom to focus on what matters most in your life. Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Affinity Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm
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11 to 50 range
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Distinct roles
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
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Brett Barnett
Financial Advisor · Finance & Accounting
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Tammy Messier
Sr Financial Advisor · Finance & Accounting
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Haley Price
Registered Relationship Manager · Finance & Accounting
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Top roles at Affinity Wealth Partners
4 distinct titles indexed · top 4 shown.
- 1financial advisor
- 1registered relationship manager
- 1relationship manager
- 1sr financial advisor
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