We serve our community BY GIVING BACK
We are passionate about helping others – from the clients we’re honored to serve to the community in which we live. Each of our team members believes our community deserves to share in our success. So we’re glad to give of ourselves and of our time to worthy organizations and causes.
Kjersten
Temple Beth Shalom
Kjersten is currently the Co-Chair of the committee that brings the Israeli Scouts to local schools and nursing homes, helping build connections in the community and shatter stereotypes. She has also served on the V’Havta Caring Collective for community outreach, the board of trustees, the Green Hornets finance and fundraising committees for her synagogue, and other leadership roles.
T.E.A.M. Tuskers
Having mentored a local student for more than 4 years, Kjersten supports her local schools and community.
Community Cares
Kjersten volunteers for Community Cares, an organization that helps parents experiencing a medical crisis.
Mahopac Sports Association
Kjersten has served this organization in the past as a coach of recreational girls’ soccer teams. She was a volunteer soccer coach for five years and finds great joy in inspiring children to learn about what they can do, and in fostering a team environment where children can excel together.
Donna
Rotary Club of Lake Mahopac
Donna currently serves as a director and active volunteer for the Rotary Club of Lake Mahopac. This organization provides funding to many local charities, awards scholarships to local students and is involved in global initiatives to provide clean water and help eradicate polio.
Daughters of the American Revolution (DAR)
Donna joined the Enoch Crosby Chapter of DAR in 2014 after taking several years to collect the family documentation required to link her to a Revolutionary War patriot. An avid student of history and genealogy, she enjoys living in an area so rich in historic significance. Through the DAR, Donna is able to participate in the organization’s historical preservation work and educational opportunities. The DAR also provides scholarships.
Tara
Gaia’s Breath
An advocate for green and sustainable living, Tara volunteers to help with farmers markets for her family’s 265-acre organic farm – Gaia’s Breath. Through a commitment to sustainable farming and blending new technology with old foundational methodologies, the farm has the highest level of organic certification. Tara endeavors to live as greenly as possible and is always excited to share her knowledge with others through community farmers markets.
Second Saturday – Hudson Valley
Andrew
Andrew is currently on the NAMI-NYC Young Professionals Leadership Committee. This is an unique way for young professionals to get involved with NAMI-NYC and provide support for families and individuals affected by mental illness.
Andrew was a part of the Young Professionals Expect Miracles (YPEM) which is a group of the next generation of financial executives who are dedicated to advancing the fight against cancer. The funds raised through YPEM support are directed to cancer research and helping young adults impacted by cancer.
Raymond James is not affiliated with the above organizations and/or charitable causes.
SHOOK™ Research considered women advisors with children living at home under 21 years of age. The ranking algorithm is based on qualitative measures derived from telephone, virtual, and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc. and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. Research Summary (as of 3/31/2021): from a total universe of 300,000 advisors, based on our thresholds we received 33,123 nominations, of which approximately 20% (6,624) were women and less than a quarter (1,400) at the time were mothers with children under the age of 21 and living at home. A final list of the top 500 advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Working Mother or Shook Research, LLC. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. For more information see www.shookresearch.com. The Forbes ranking of America's Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of 7 years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of April 2020): 32,000 nominations were received based on thresholds (9,654 women) and 1,000 won. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/top-women-advisors/#28abc5bd51f4 or more info.
