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.

Women in Transition and Single

Are Your Financial Affairs Organized To Give You Confidence And Independence?

Whether you have recently found yourself in charge of finances or have been managing your affairs for some time, there are often unique challenges that women face. Especially during today’s uncertain economic times and volatile markets, you may be asking yourself:

  • How can I best organize my finances?
  • How should I position my investments to have reliable income and stay ahead of inflation for myself or for loved ones, now and in the future?
  • How can I balance goals to support loved ones, philanthropic interests and make sure my family doesn’t run out of money?
  • How can I control estate taxes and provide for my family?
  • What are the best ways to fund a child’s or grandchild’s education?
  • How can I protect my personal assets against liability?
  • Who can I trust for guidance to gain control of my financial affairs?

Building a relationship with a highly qualified, objective advisor can help address these and simplify your financial life. We specialize in creating a long-term professional partnership based on trust. Since 1992, we have been assisting women with services that help them reach their dreams and desires.

We can help you take charge with a comprehensive plan that focuses on your needs and empowers you to make more informed, effective decisions. In return, you can gain time to focus on your career or enjoy more free time.

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.