Summer 2016 3

Current Events

ScottandLarryHartAs part of Scott’s long term commitment to Lee County United Way, he participated in site visits. He is seen here with fellow board member Larry Hart, Lee County Tax Collector. This year the UW team met with the following partner agencies: LARC, FGCU Scholars Program and Senior Friendship Centers.

 

 

 

 

 

 

 

ScottandMarkRoachScott’s clients heard from Mark J. Roach, Portfolio Manager of the Dreman Contrarian Small Cap Value Fund, during the Experts Speak Luncheon.

 

 

 

 

 

 

 

 

 

FortMeyersRotaryClubThe Fort Myers Rotary Club recognized Scott as a Paul Harris +4 Fellow. Named after Rotary’s founder, the Paul Harris Society recognizes Rotary members who contribute $1,000 or more each year to the Annual Fund, PolioPlus, or approved global grants. Scott has been committed to Rotary service for years. Here he is shown with Julia East, Joseph Broughton and Mark Vincent.

 

 

 

 

 


Raymond James is not affiliated with and does not authorize, endorse or sponsor Fort Myers Rotary Club, Mark Roach or Lee County United Way.

The information contained in this report does not purport to be a complete description of the securities markets or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing materials are accurate and complete. Any opinions are those of Scott White Advisors and not necessarily those of RJFS or Raymond James. Expressions of opinion are as of this date subject to change without notice. Past performance may not be indicative of future results. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Strategies discussed may not be suitable for all investors. Investing involves risk and investors may incur a profit or loss regardless of strategy selected. Diversification does not ensure a profit or guarantee against a loss.

Individual investor’s results will vary. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.