Verified recordFinancial Services

Skyler Potter

Financial Advisor at Raymond James

Based in Washington, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Washington

Industry

Financial Services

Company size

20K

Contact information

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Email

1 credit

s•••••••@raymondjames.com

Phone

5 credits

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Background

About Skyler Potter

I am a CERTIFIED FINANCIAL PLANNER™ practitioner that makes understanding money and getting financially organized as easy as possible for individuals and families. I believe that life is short and that the plan we create together is all about you and what you want from your life. My clients rely on me to provide prudent advice on all aspects on their finances, from budgeting and saving, to financing, investing and making sure plans are in place when the unexpected happens.When you start to think about your finances, a lot of things probably come to mind. All of your questions and goals are essentially puzzle pieces, which need to be fit together in order to see the entire picture. By not putting things together, you run the risk that some of the pieces (various opportunities) may be lost. If you instead pay attention to the pieces and put them together with the help of a professional, you can control how this picture and your life look in the future.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo) in the U.S, which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.Raymond James & Associates Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc, Member New York Stock Exchange/SIPC

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