The Holbert Wealth Management Group
of Raymond James & Associates, Inc.
Member New York Stock Exchange/SIPC
About Us
Sandra Holbert entered the financial services industry more than 28 years ago because she saw a need for forthright professionals who would help their clients develop plans designed to achieve their long-term financial goals and objectives. She cares deeply about her clients and wants to ensure that they get the exemplary service they deserve. Specializing in financial planning, Sandra strives first to protect her clients’ principal and its purchasing power from inflation and taxation, then works to enhance their investment portfolios through income generation, capital appreciation or both. Clients appreciate Sandra's contagious enthusiasm and her genuine concern for their financial well-being. Sandra, who joined Raymond James in 1981, earned her bachelor’s degree in education from Miami University in Oxford, Ohio, in 1968. A native of Chicago, she and her husband, William, now reside in West Palm Beach with their sons, Mark and Ryan. Because of her background in education, Sandra is a dedicated supporter of local public schools and is actively involved in the West Palm Beach community. To benefit from Sandra’s wealth of experience and commitment to client service, please call her today for a personal appointment |
Mark Holbert is a graduate of Palm Beach Atlantic College with a degree in computer information systems. Mark joined Raymond James in the summer of 1998, but has grown up in the firm as both of his parents have worked for Raymond James throughout the past 30 years. Mark currently resides in Jupiter, Florida, with his wife Natasha, daughter Shyanne and son Preston. Mark is also very active in the community and volunteers his time coaching high school baseball at The Benjamin School in Palm Beach Gardens. Mark obtained his Wealth Management Certification in 2004, and can assist clients in all aspects of wealth management, ranging from investment planning to estate planning. |
Miff Knapp is the Holbert Wealth Management Group’s client service associate. She has been with Raymond James & Associates for 20 years, beginning her career in the industry in 1985. Along with her knowledge of the financial sector, Miff brings her Service 1st attitude to which she is committed. Miff attended the University of Missouri and moved to the Tequesta area from St. Louis in 1973. Miff, mother of four and grandmother to three, enjoys family, golf, reading, & tennis. |
Sandy Holbert
Mark Holbert
Miff KnappAbout Raymond James
Raymond James Financial (NYSE-RJF) is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies. Its three principal wholly owned broker/dealers, Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd., have more than 5,300 financial advisors serving 1.9 million accounts in 2,300 locations throughout the United States, Canada and overseas. In addition, total client assets are approximately $233 billion, of which approximately $31 billion are managed by the firm‘s asset management subsidiaries.*
In May 2010, six Raymond James analysts ranked in the top five for their coverage industries in The Wall Street Journal's 18th annual "Best on the Street" survey, with the firm placing 7th overall among 183 brokerage firms.
In June 2009, for the second consecutive year, Raymond James clinched first place among full-service brokers in the SmartMoney Annual Broker Survey, receiving top ratings for customer satisfaction and account statements and also earning the highest marks for its corporate website.
In December 2008, Raymond James was listed for the seventh time as one of "The 400 Best Big Companies in America" by Forbes.com.
In July 2008, Raymond James ranked “Highest in Investor Satisfaction with Full Service Brokerage Firms” in the J.D. Power and Associates 2008 Full Service Investor Satisfaction StudySM. The results are a demonstration of the very high level of service we strive to achieve.
In March 2008, Forbes magazine listed Raymond James as the only investment services firm among the large-cap and mid-cap companies in its 2008 ranking of “America‘s Most Trustworthy Companies.” The Forbes rankings are compiled by financial analytics company Audit Integrity after it assesses companies for the integrity of their operations.
In March 2007, BusinessWeek magazine named Raymond James as one of the top 18 companies across all industries in customer service, citing our strong “Service 1st” culture and focus.
For more information about Raymond James Financial, visit raymondjames.com.
Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
The Wall Street Journal does not endorse, sponsor or approve the investment programs of Raymond James. The Wall Street Journal survey identifies the top five analysts across various industry categories, basing the awards on stock-picking skill. Calculations for the “2010 Best on the Street Analysts Survey” were performed by FactSet Research Systems Inc.
The Forbes rankings for “America‘s Most Trusted Companies,” are compiled by financial analytics company Audit Integrity after it assesses companies for the integrity of their operations. Audit Integrity, Inc. is not directly or indirectly compensated for the specific views, opinions or recommendations expressed in its research report. Neither Audit Integrity nor any other party guarantees the accuracy of the list or makes any warranties regarding its usage.
The Forbes rankings for the “400 Best Big Companies in America” are based on stringent criteria including accounting and governance ratings, revenue, positive equity, long-term earnings growth and debt-to-capital ratios.
SmartMoney does not endorse any product or service of Raymond James.
Raymond James received the highest numerical score among full service brokerage firms in the proprietary J.D. Power and Associates 2008 Full Service Investor Satisfaction StudySM. Study based on responses from 4,528 investors measuring 19 investment firms and measures opinions of investors who used full-service investment institutions. Proprietary study results are based on experiences and perceptions of consumers surveyed in April-May 2008. Your experiences may vary. Visit jdpower.com for more information about the study.
RJF stats as of 5/13/2010
3399 PGA Boulevard
Suite 200
Palm Beach Gardens, FL 33410
Phone: 561-630-7370
Fax: 561-630-7385
Toll-Free: 888-792-0041
Contact Us
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.
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