Tailored guidance for women investors

More and more women are taking greater control over their financial futures, and we are proud to play an important role in guiding and advising them. In fact, most of our clients are women.

As a successful businesswoman, entrepreneur, mentor or leader – at some point, you’ve had to plan to reach your goals, whether for your education, career or family. And you’ve likely faced unique financial challenges along the way. We’ve helped our clients confidently turn those challenges into possibilities for a brighter future with proactive planning and investing.

While retirement is frequently the focal point of financial plans, we also consider the many milestones you’ll experience, including the less predictable “detours” – inheritance, divorce and the loss of a spouse, to name a few.

We are dedicated to listening to your needs, answering your questions, clarifying financial complexities and serving as your sounding board. It’s all designed to empower you to make knowledgeable financial decisions – so you can move confidently forward on your financial journey.

By working together, you’ll have the comprehensive resources, longstanding support and thoughtful sounding board you need to plan for more – more control, more possibility and more of what matters to you.

SERVICES INCLUDE

  • Wealth & Investment Management
  • Banking & Lending Solutions1
  • Insurance & Annuities2
  • Legacy Planning
  • Wealth Transfer
  • Risk Management

1Lending solutions offered by Raymond James Bank, an affiliate of Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James financial advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs.

2Insurance and annuities offered through Raymond James Insurance Group. Raymond James & Associates, Inc., and Raymond James Financial Services, Inc., are affiliated with Raymond James Insurance Group.