Raymond James welcomes central Florida financial advisor managing over $750 million
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Lynette Ancona, MBA, CFP®, CWS, to Raymond James & Associates (RJA) – the firm's employee advisor channel – in Winter Park, Florida, according to Tim Killgoar, Florida regional director for RJA.
As senior vice president, wealth management, Ancona leads Ancona Wealth Management of Raymond James and is joined by client service associate Stephanie Gisler, MBA. Together, they provide comprehensive financial planning and wealth management services to clients, including business owners, executives, families and individuals preparing for or living in retirement. Ancona arrives from Charles Schwab, where she managed more than $750 million in client assets.
"For nearly three decades, I have served as a sounding board, trusted guide and professional partner that my clients depend on to make informed financial decisions in a rapidly changing world," said Ancona. "Backed by Raymond James' client-first, people-centric culture, I am empowered to live out my core values and personal philosophy by truly focusing on my relationships while offering quality investments, technology, research and planning tools to meet client's needs."
Ancona began her career in financial services in 1993 as an advanced marketing consultant before becoming a financial advisor with UBS in 2000 when she relocated to Orlando. She later served as an advisor for nearly three years at Banc of America Investment Services and over 14 years at Charles Schwab. Ancona earned her bachelor's degree from Pennsylvania State University and an MBA in Finance from Hofstra University. Her commitment to continued education is reflected in her designations as an Accredited Asset Management Specialist, CERTIFIED FINANCIAL PLANNERTM professional and Certified Wealth Strategist®.
About Raymond James & Associates
Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation's premier diversified financial services companies with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.42 trillion as of Feb. 29, 2024. Additional information is available at raymondjames.com.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.