Jeanne Case is a Financial Advisor with Raymond James in Downtown Kalamazoo.

She serves professionals who value their time, relationships, and wellness as much as any other asset. She acts as a guide and sounding board for her clients and helps them make sense of how their money will best serve their vision for their future and values. Jeanne helps her clients understand that financial planning is not all about formulas, statistics, charts, and figures but largely about family security and taking care of others.

She serves women – some who are entrepreneurs, some have experienced divorce or other life changes, some are climbing the corporate ladder or have stepped aside for motherhood or took part in the great resignation and are beginning a new career or opening a small business. She empowers women to visualize their financial future and understand what assets they have and how to create a financial plan for their best future.

She serves clients moving toward retirement and in all stages of retirement (longevity planning) - she helps them (or their children taking care of them) understand the financial tools they have, helps them define their vision of retirement and their future and with longevity planning such as aging in place, moving to a retirement community or an assisted living. She often is a second set of eyes or opinion on their current plan.

She has a tenured background in healthcare including work in hospice and works with Professionals Focused on Aging* and is on the Board of the Friends of the Portage Senior Center*, which gives her a true understanding of what quality longevity planning and life in all stages of retirement looks like.

Jeanne serves clients who want to invest with their values through high quality ESG investment tools - ESG investments are a way to invest with your values in companies that do the right thing for the 1. Environment – use clean energy and other techniques that better our environment. 2 Social -by focusing on employee retention and brining more voices (women and minorities) to the workplace and the boardroom and 3. Governance – are committed to running their business ethically and examining their books and bottom line with a fine-tooth comb.

Jeanne earned her bachelor’s degree in Education in 1992 at Bowling Green State University where in addition to her studies, she played soccer. In addition to her Series 7 and Series 66 Licenses, and Life, Disability and Long-Term Care Licenses, Jeanne has earned the designations of Accredited Asset Management Specialist™ and Wealth Management Specialist^SM from the College for Financial Planning.

Jeanne and her husband are natives of Battle Creek and have lived in Kalamazoo for over 20 years. They have two grown children, whom she is launching into early adulthood. She is an active member of the community and enjoys playing soccer, pickle ball and hiking with her dog.