Q&A with your SA's
CINDY GIBSON
What is your favorite thing about your career?
I love assisting our Financial Advisors with their clients, as well as getting to know the clients and their extended families.
What professional accomplishment of yours are you most proud of?
In my role as a Client Associate, I am very proud of achieving the Series 7 General Securities Representative license, the Series 66 Investment Advisor Representative license, State of Florida 2-15 Health, Life and Annuity Insurance license, and the national designation of Financial Paraplanner Qualified Professional - FPQP™.
What did you want to be when you were younger? Or is your current profession what you wanted to be when you grew up?
As a young girl growing up, I wanted to be a Legal Secretary. I did accomplish that goal and worked in the legal field for 18 years, prior to a career change to the Financial Industry.
Do you have a favorite holiday or holiday tradition?
My favorite holiday is Christmas, especially now that I have grandchildren. My entire family gets together every Christmas Eve at my sister’s home, which we have done for 40+ years, and we have a wonderful evening of love, laughter and gift exchange. On Christmas Day, I spend it with my children and grandchildren, and it makes my heart very happy.
What is the most interesting place you’ve been to?
The most interesting places I’ve been to is Europe on a Viking cruise along the Rhine River, as well as the United Kingdom. Those countries are rich with history, culture and beautiful sites!
CHRISTINE BONIFACE
What is your favorite thing about your career?
I love working as a team and providing support to help clients achieve their financial goals. I am always learning things, many of which I can apply to my personal life and finances also.
What professional accomplishment of yours are you most proud of?
Attaining my Series 7 General Securities Representative license. This took countless hours of studying outside of my regular work schedule. Additionally, earlier that year I assisted our FA’s in transitioning their clients over to Raymond James.
What did you want to be when you were younger? Or is your current profession what you wanted to be when you grew up?
When I was younger, I wanted to be either a marine biologist or a veterinarian. I initially wanted to work with animals and growing up in Florida attracted me to marine life. However, neither of those ideas made it past high school.
Do you have a favorite holiday or holiday tradition?
My favorite holiday would have to be Christmas. I enjoy giving and spending time with family and friends. Every year on Christmas Eve, my family gets together and after dinner we have a tradition to read “The Night Before Christmas’. Each person reads a part, and we sign the book afterwards. This is a tradition I hope to carry on one day.
What is the most interesting place you’ve been to?
The most interesting place I have been to is Kauai, Hawaii. I experienced what it was like to truly live on “island time”. I traveled there the first week the island opened for travelers following Covid and in some areas it was like we had the beach to ourselves! The islands beautiful landscapes and welcoming residents made it an unforgettable trip.