Skip to content

About STWS
Reach. Teach. Serve. Leadership What to Look For in a Fed-Focused Financial Advisor
Blogs & Podcasts
Benefits Ben's Blog Jennifer Meyer FEDLIFE PODCAST
For HR and Training Officers
Ed Zurndorfer
FEDZONE
Contact Us
Meet With Us Refer a Friend Careers
Webinars & Seminars

STWS Webinar Survey

Thanks for Attending!

How useful did you find this virtual training session? *

Very Useful
Somewhat Useful
Marginally Useful
Not Useful

What's something you wish we'd covered in more detail?

What topic would you like to see covered in a future virtual training?

Receive emails from us

Email *

Fedlife, Ep. 92

Recent Posts

Federal Benefits Quiz: TSP, Taxes, and More
How Survivor Benefits of Deceased Federal Employees and Annuitants Are Taxed
Social Security Benefits May Be Payable to Eligible Family Members
The Politicization of the Thrift Savings Plan Continues
2024 Federal Ray Raise Update: White House Budget Says 5.2%

Archives

How Can Serving Those Who Serve Help You?

Client Portal Login

© 2021. All Rights Reserved.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Serving Those Who Serve (STWS) is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, 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. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Contact our office for information and availability.

Raymond James Privacy Policy

Check the background of this firm on FINRA’s BrokerCheck

STWS is owned and operated by Daniel Sipe and Tom Lee (the “Financial Advisors”). The Financial Advisors are registered financial professionals of Raymond James Financial Services, Inc. (“RJFS”), a broker-dealer registered with the Securities and Exchange Commission (“SEC”), and Raymond James Financial Services Advisors, Inc. (“RJFSA”), an investment adviser registered with the SEC, (collectively, with their affiliates, “Raymond James”).

Mr. Zurndorfer does not pay compensation to or receive compensation from STWS in connection with Presentations hosted by Mr. Zurndorfer. However, Mr. Zurndorfer does provide similar educational presentations at certain Federal Retirement Benefits Seminars (“Seminars”) hosted by STWS, for which Mr. Zurndorfer receives compensation from STWS. All presentations, seminars, articles and videos are informational in nature and are not geared toward the circumstances or goals of any particular attendee; they are not intended to be, and should not be relied upon as, investment advice to anyone or a solicitation of Raymond James' services.

Mr. Zurndorfer is not affiliated with Raymond James, and is not authorized to provide investment advice on behalf of Raymond James, to solicit or refer investors to Raymond James, or to act for or bind Raymond James. The presentations, seminars, articles, videos, Mr. Zurndorfer, and the educational information provided therein are not sponsored or endorsed by Raymond James, and should in no way be considered an endorsement of, referral to, recommendation for, or offer to purchase any product or service from Raymond James or the Financial Advisors.

Federal government agencies, including the SEC, do not endorse or sponsor particular securities, issuers, products, services, professional credentials, firms, or individuals. Neither Raymond James, the Financial Advisors, STWS, nor Mr. Zurndorfer are affiliated with, endorsed by, or authorized to speak on behalf of the U.S. Government, the Federal Employee Retirement System, or any other Federal Government-sponsored benefits programs or retirement plans, including the Thrift Savings Plan (collectively, “Federal Benefits Plans”).