Meet Our Team
Meet our experienced investment and wealth team. We welcome your call.
Bristol County Savings Bank
Bristol Wealth Group
Bristol Wealth Group is dedicated to providing our clients with the highest level of financial planning and wealth management services. We build strong relationships with our clients and understand the needs of each customer vary. With a personalized approach to financial advising, maximizing the strategies and tools available, we can help you achieve your financial goals.
Experienced investment team ready to help you reach your financial goals.
Bristol Wealth Group puts the needs of our clients first. And we chose to partner with Raymond James because we believe the firm is also dedicated to your best interests. The firm delivers industry-leading financial support, superior client service, and the financial planning and personal investment resources of a premier financial services company.
While Raymond James has the resources to match even the largest firms’ capabilities, our focus is on building close-knit individual relationships based on trust and integrity.
The firm’s culture of independence allows us to work closely with you to create custom financial solutions to your short- and long-term financial goals.
We’re honored to partner with a firm whose founding principles of client first, conservatism, independence and integrity remain refreshingly at the forefront, and especially appreciate the priority placed on supporting our relationships with our clients. Those values have helped Raymond James become one of the largest independent financial services firms in our industry, with a long-term track record of stability and growth.
Financial Planning
The pursuit of financial success begins with a plan.
Services for Businesses, Municipalities & Nonprofits
Supporting the needs of local businesses, municipalities, and nonprofit organizations.
Retirement Planning
Helping you address your retirement planning priorities.
Personal Investing
You've spent a lifetime building a legacy. Let our prudent approach help you make the most of it.
Raymond James 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.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Bristol Wealth Group, and are not insured by any insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Bristol County Savings Bank and the Bristol Wealth Group are separately owned and operated and not independently registered broker-dealers or investment advisers.
Raymond James Financial Services Privacy Notice and Legal Disclosures.
Check the background of this firm on FINRA's BrokerCheck.
Investment and Insurance Products are: Not FDIC Insured – No Bank Guarantee – May Lose Value – Not a Bank Deposit – Not insured by any Federal Government Agency