Successful businesswoman, entrepreneur, mentor, leader: Whether for your education, career or family, at some point you’ve had to plan to reach your goals. 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’ll also consider the many milestones you’ll experience. Weddings, births, graduations, promotions, family vacations, buying a new home and leaving a legacy should all be included in your long-term plan, as should the other, less predictable “detours” on the path to long-term success too – divorce, becoming a widow and retirement to name a few.

We know that your life, your goals, your dreams are yours alone, and we’re proud to be by your side as you work toward them. We understand there’s not one single mold every woman investor fits into, and we also recognize the realities women investors exclusively face. 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 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.

From the Heart

Ladies, we have so much on our plates: careers, spouses/partners, children, parents, fitness, nutrition, beauty, mental health, friends, sleep…I haven’t even begun to mention money. I love helping make that last piece as easy as possible for you. So easy that it takes care of itself, it brings you confidence, it brings you control, it brings you more success, it brings you independence. Most importantly, I love having fun doing it. Money doesn’t have to be stiff or boring or scary. There can be laughter (and crying, certainly, but after that’s passed, laughter – lots of it) and pleasure and coffee or wine (or scotch) and chocolate (why not, let’s put it all out there!). There can be understanding and unimagined simplicity about it...I promise. Let’s do it together and never look back. – Yours, truly, Julia

We’ll help you manage your wealth and continue working toward achieving your financial objectives.

Related Resources

Banking and lending solutions provided by Raymond James Bank. Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.