This distinct honor celebrates distinguished Raymond James advisors who have achieved success before the age of 40. It is commemorated with the biannual 40 Under 40 Conference, which allows the recognized advisors to come together and share best practices for future growth and success. Unfortunately, the event had to be canceled this year due to the coronavirus pandemic.
McGrath, who joined Raymond James in 2010, dedicates himself to embodying the client-first service for which Raymond James is known. He provides insightful guidance for clients with more complex tax and accounting matters. He also excels at using Modern Portfolio Theory Statistics, tax planning, stock option planning, long term financial planning, and complex option strategies.
To reach McGrath, visit www.rjalexmcgrath.com or call 864-968-3800.
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The Raymond James 40 Under 40 Conference honors the top 40 advisors under age 40 from Raymond James & Associates and Alex. Brown based on a point system. Points are obtained through production, assets under management, net new assets and credentials. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.