Raymond James Financial, Inc. is a financial service company that offers Personal Investments, Capital Marketing, Banking services etc.
We all want to retire but when and how we retire is different for everyone. As a Financial Advisor, I invest my time to develop trusted relationships and utilize my expertise to design creative solutions to invest and manage client’s wealth so clients can retire when and how they want. I grew up in a family business; as a result, I have a heart for small business owners so I focus about 40% of my practice in this area. I add value by evaluating and recommending the right business retirement plan based on the owner’s unique situation. I work with businesses that are looking for balanced, unbiased, professional financial advice The other 60% of my practice is split evenly between professionals and retirees. Professionals are busy with their careers and young families and are presented with many financial decisions: Where does college planning come into the mix? Can I depend on social security to fund part of my retirement? How do I find retirement income without a company pension? I work with these professionals investing my time getting to know their particular situation and guiding them to answer financial questions and developing an overall personalized plan that works for them. The time before retirement produces both excitement and anxiety. A retiree knows they will find the time; I work with them to find the money! I create a personalized plan to finance their “retirement check.” I depend on over 15 years of experience, high levels of education (MBA, CFP®) and a consultative style in order to deliver a quality plan that will serve the client for a lifetime of choices. Passions outside of my working hours include riding with my husband in classic cars that he has restored, travelling with my son on adventures important to him and attending a book club with dear friends for the past 16 years. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC