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Michael
Darby - Cuyahoga Falls Office
...............Registered
Representative/RJFS
 
Before
joining The Cavalena Group at Raymond James
Financial Services, Michael Darby was a
registered financial advisor at Morgan Stanley/Dean
Witter for over 12 years.
His
educational background includes Bachelor’s
and Master’s Degrees in Finance from
Kent State University. He is licensed and
qualified to advise clients on a full range
of investments including stocks, bonds and mutual funds. In addition,
Mike holds a State of Ohio license for advising
clients on the purchase of life insurance
and annuities.
If
you ask him to define his job, his answer
might surprise you. “My job is helping to preserve the wealth of my
clients. Sure, I want to help them increase
the value of their portfolios, too, but
only after I’ve exercised the steps
necessary to help assure they maintain the
value of the nest eggs they’ve worked
so hard to build.”
“Before
we make any recommendations, we do our homework,”
Mike explains. “We do an extensive
interview up front to get to know each client:
their plans and needs, their hopes, dreams
and aspirations. Each client is as different
as a fingerprint. Younger ones can be more
aggressive. And older ones may need to focus
more on monthly income than capital appreciation.
But being aggressive doesn’t mean
we have to be reckless. And, being conservative
doesn’t mean we give up growth in
value. The only common denominator is that
I take a prudent approach, carefully selecting
a balance of investments and giving them
the chance to work over time.”
Mike
said that the main thing that brought him
over to The Cavalena Group at
Raymond James is the emphasis on client
service and client education. “Educating
clients on why each investment is selected
and how it’s designed to produce the
results they want is the most important
thing we do.”
“In
addition, I liked the way we handle monthly
statements at The Cavalena Group. Each client
receives reports that are complete and easy
to understand. They can see clearly how
well each investment is performing, not
just a monthly snapshot but also annually
and measured against prior years. Nothing
is left out. That’s important because
an informed client is a confident client,
a person who knows we are always working
in his or her best interests.”
Mike
resides in Cuyahoga Falls, Ohio. As a lifelong
resident of Greater Akron, he is actively
involved in community organizations including
Habitat for Humanity.
Dedicated to Helping You Guard Your Capital
and Manage Your Wealth.
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