Meet the socially responsible investment specialist from Raymond James,

Patti B. Dolan, CFP, CSWP, FCSI

Below is an excerpt from: https://www.raymondjames.ca/rjl_marketing/3%20patti%20b%20dolan/

Coming to Raymond James fits perfectly with my outlook on the investment industry. I feel that Raymond James is a firm which truly believes the most important person to our business is the client as stated in their motto “Life Well Planned”.

I specialize in Socially Responsible Investing (SRI) and have done so since 1995. SRI is a screening process that focuses on environment, sustainability and governance. Individuals, businesses and organizations are aligning their personal values with their investment values.

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