Joe Mraz, Raymond James North Fulton Business Radio, Episode 510)
Joe Mraz, Financial Advisor with Raymond James, was in the studio with host John Ray to discuss golf, investing, his path to this work, his coaching, and much more.
When Bob James founded Raymond James, he did so based on a belief that clients deserved more than help with investment decisions, they needed advice that considered their entire financial picture.
Today, that client-focused approach has extended to serve client accounts through approximately 8,600 financial advisors in the United States, Canada, and overseas. Further, the company has expanded through the years to serve corporations, institutions, and municipalities through significant capital markets, banking, and asset management services.
Raymond James has always been a different kind of financial services firm, embracing long-term planning, valuing methodical decision-making, and remaining focused on what matters most: People.
That’s because they believe they are in the business of helping people achieve their dreams … support their families, grow their businesses, and improve their communities. That’s true for clients, as well as their advisors and associates.
They strive to help all the people they serve embrace life. Live it thoughtfully. Live it confidently. Live it well.
Joe Mraz, Financial Advisor, Raymond James
Joe Mraz is a Financial Advisor with Raymond James. While focusing his business on his clients’ individual financial objectives, Joe believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to his client’s best interests, that sets Joe apart.
Joe is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, he is able to gain a comprehensive understanding of your needs and goals. Joe works hard to enhance and preserve your investments while assisting you in realizing your goals through long-term financial solutions using portfolio management, retirement planning (including IRAs, 401(k)s), estate planning, 529 education savings plans, and more.
A native of Woodstock, GA, Joe graduated from Spring Hill College where he was a member of the golf team with a degree in Political Science and a minor in Financial Economics. He is a member of St. Joseph’s Catholic Church, Golf Club of Georgia, Alpharetta Business Association, and Greater North Fulton Chamber of Commerce.
When not working, Joe enjoys golfing, coaching the Blessed Trinity High School Golf Team and spending time with his family and dog Hulk. He joined Raymond James in 2019.
Questions and Topics in the Interview:
- Growing up in Woodstock Ga
- College golf and transition to coaching
- Involvement in the community
- Why he got into being an Advisor
- How Joe communicates with clients in challenging times
- Advice for young professionals starting their career
North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.
Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.
Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked-from-scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.