Helping women investors make the most of all life has to offer
It has been our privilege to help women who have acquired wealth as business owners and newly single women who have lost a spouse through death or divorce. Over the years, we have built a wealth of experience and understanding regarding the specialized financial needs and concerns of women. From helping you with the management of significant assets for the first time, or planning for sufficient income to maintain a comfortable quality of life, we are here to serve you, offering our financial guidance and support for your life moving forward.
Services Include
- Wealth & Investment Management
- Banking & Lending Solutions1
- Insurance & Annuities2
- Legacy Planning
- Wealth Transfer
- Risk Management
1Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, 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.
“We never forget that our future is securely intertwined with the future financial success of our clients. As a result, we've built relationships that span generations.”
