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Women’s Advisory Council
Advisory Counsil

The Women’s Advisory Council represents not just women advisors, but the best of the best among advisors at Raymond James. These dynamic and inspirational women take their roles as mentors seriously because they understand that strong leadership will pave the way for women advisors who come after them. These are powerful women who take the time to offer guidance and direction to experienced advisors and trainees alike, to help them navigate an ever-changing marketplace. They offer important perspective because they know where you’ve been and the obstacles you face. More important, they know where you want to go.

Their experience and business styles are as diverse as they are, which only adds to the breadth of advice and guidance they impart to peers across the firm. Each of these women has her own story and her own unique professional history, but they do share one thing: a fierce desire to empower women advisors to excel. Their goal and the network's, as a whole, is to make it easier for you to grow your business with the backing of a community of like-minded financial professionals.

Together, they also set the agenda for our annual Women's Symposium and serve as resources for branch managers and senior management in their efforts to recruit and retain the top female financial advisors. We’d call them overachievers, but they'd tell you it's all in a day's work.

These women truly are among the best and brightest at Raymond James – and they want to hear from you. Feel free to contact any of them to learn exactly what makes the Network for Women Advisors so unique and valuable to advisors like you.

Meet the team

Michelle Lynch

Michelle Lynch

Vice President
Florida

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As vice president of the Network for Women Advisors, Michelle is responsible for helping to retain the more than 850 existing Raymond James women advisors through education, practice management and coaching programs. In addition, she works with regional directors, branch managers and recruiters to help attract new women to the firm. Prior to this role, Michelle served as the marketing director of account services, overseeing all marketing initiatives for the Private Client Group (PCG). She joined the Raymond James marketing department in 2004 and then went on to be vice president and director of marketing & communications for Eagle Asset Management in 2006. At Eagle, she was responsible for overseeing all functions of marketing, advertising, branding, public relations and internal communications.


Prior to joining Raymond James, Michelle was a marketing and public relations manager at AAA Auto Club South working with their retail, insurance and financial services business units. She’s also held marketing and public relations roles at Busch Gardens and United Landmark advertising agency.


Michelle is a cum laude graduate of the University of South Florida with a bachelor’s degree in mass communications and a master of business administration (MBA) degree, with honors, from Emory University, Goizueta Business School.

Kalita Blessing

Kalita Blessing

Principal
Texas

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Principal and the leading wealth advisor of Quest, an independent investment advisor, Kalita has 20 years of experience helping families create and preserve their wealth. In addition, she enjoys helping families plan and meet their philanthropic goals to maximize impact. As 40% of her clients are women, empowering women to better understand their financial affairs is a passion.


A fifth-generation Texan and Dallas native, Kalita graduated from The Hockaday School in 1977. She received her Bachelor of Arts degree from Dartmouth College, majoring in international policy studies, in 1981. She was among the college's first classes with female graduates.


Kalita has been active in both professional and civic organizations in Dallas and Boston. Most recently, she was named to the Caron Board of Trustees for North Texas. She continues on the Advisory Boards of the Dallas Foundation and the Dallas Women's Foundation. She also serves on the financial advisory committee of the Society of St. John the Evangelist monastery in Cambridge, Massachusetts. Over the last 10 years, she has served on the Investment Advisory Committee for the Dallas Women's Foundation, the Board of Trustees of The Hockaday School and the YMCA Foundation.


Married to Edward W. Blessing, Kalita enjoys traveling and fly fishing and is an avid tennis player.

Sarah Boston

Sarah Boston

Financial Advisor and Co-Branch Manager
Indiana

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Sarah Boston began her financial services career as a Marketing Intern at Raymond James while finishing her Business degree from Indiana University Kelley School of Business. That experience sparked an interest for helping clients build financial security and led to a Sales Assistant position with a female advisor, who continues to be a mentor to Sarah after fifteen years. Her career path includes advisory and management positions with a large group retirement plan provider, but Sarah's passion for financial planning and desire to work with individual clients led to her rejoining Raymond James in 2013 as a Branch Manager and Financial Advisor.


With a focus on financial planning, Sarah works with clients of all ages to help them achieve financial independence. Her areas of specialty include income planning for retirees, wealth transitions through divorce, small business owners and generational wealth planning. She holds regular client education workshops and was a featured speaker for the Women Advisors Forum 2014 NYC conference.


Currently residing in Indianapolis, Sarah and JJ, her husband of 14 years, are small business owners and parents to two boys. An avid gardener, she grows a large variety of vegetables, greens, herbs and strawberries and is an advocate of providing food security through the local/urban farm movement.

Kimberlee Bouska

Kimberlee Bouska

Financial Advisor
Oregon

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Kimberlee Bouska is a CERTIFIED FINANCIAL PLANNER™ practitioner and Chartered Retirement Planning CounselorSM. She fully understands the subtle nuances of today’s market and works to provide an objective and holistic approach to building any financial plan. Kimberlee works with each client to target immediate and future needs in a way that is right for them and in alignment with their personal goals.


Kimberlee assists clients in the areas of retirement savings, estate planning, college planning, insurance advice, asset building, tax-advantaged investing and more. As a CRPC® professional, she specializes in formulating retirement income plans tailored for the specific needs of retirees.


Kimberlee is a 2012-2015 recipient of the Five Star Wealth Manager Award, as featured in Portland Monthly Magazine. She received her undergraduate degree from the University of Kansas and her Certified Financial Planner™ certification from Kaplan University. She joined the team at First Tech Federal Credit Union in 2001.


Kimberlee enjoys exploring Oregon with her husband and two children.


CFP® | Certified Financial Planner | CFP Logo
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Ilona Box

Ilona Box

Associate VP, Investments
Florida

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With 14 years of financial planning experience, Ilona specializes in high net worth financial planning, divorce planning and planning for women. With wealth preservation as her main focus, she has been instrumental in building and maintaining Church & Box Planning Group, a successful invitation-only wealth management practice.


Ilona graduated with honors from Florida State University with dual majors. Striving to expand her knowledge of investments and financial planning, she completed the financial planning series, attended and completed the institute of investment management and received her wealth management designation. Ilona is currently working on her CFP® designation.


Being a strong advocate for women in the industry, Ilona was recently asked to sit on the women’s advisory council for Raymond James Financial. In addition, she’s a past board member for Protected Harbor, an organization devoted to providing housing for special needs citizens in Collier County. Her community involvement doesn’t end there. Ilona is also an active participant of the budget review committee for the United Way and soon to be a volunteer for Junior Achievement.


CFP® | Certified Financial Planner | CFP Logo
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Adrienne Gligoric

Adrienne Gligoric

Director, Network for Women Advisors of Raymond James Limited
Canada

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Adrienne Gligoric began her career in the financial services industry in 1988 as a teller at a trust company. Within two years, she was head teller at the main flagship branch, before being promoted to Self-Directed retirement products. She was in charge of settling DAP accounts with local brokerage houses. It was then that she learned there was much more to the industry than just the bank and she made the move to a full service brokerage firm in 1995 and joined Raymond James in 2002.


Since then, Adrienne has held the roles of Sales Assistant, Branch Administrator, Executive Assistant, Regional High Net Worth Marketing Manager, Private Client Group Administration and Manager, and she couldn't be more proud to now be heading up The Network for Women Advisors at Raymond James Ltd. in Canada.


Adrienne is passionate about growing the businesses and profiles of women in the financial services industry. She has been a pioneer in developing networking and educational workshops for Financial Advisors, and she also developed and chaired the Raymond James Ltd. National Branch Administrators conference. She is also a member of The Service 1st Award selection committee (RJL), Accessibility for Ontarians with Disabilities Act Committee, and Women in Capital Markets Committee.


Outside of work, she is an avid indoor and beach volley ball player and coach, a roller blader and practices hot yoga. However her biggest passion is spending quality time with her two accomplished daughters.


Adrienne is positive, energetic and a firm believer that we are in charge of our own destiny. You get what you work for!

Patty Hammond

Patty Hammond

Financial Planner
Texas

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Patty Hammond currently serves Carter Financial Management as a Financial Planner. She originally joined the firm in 1985 and rejoined CFM in 2004. Patty's goal is helping clients draw on their values, establish their goals and prioritize their objectives. She assists her clients with assessing, planning, implementing and monitoring their financial targets.


Patty is a summa cum laude graduate from the University of Tulsa in Math and Science Education, and she earned her Certified Financial Planner (CFP®) designation in 1984. She has been an adjunct Professor at Brookhaven College, teaching the CFP® curriculum to CFP® candidates for 13 semesters. In this position she was honored as an outstanding professor by Brookhaven College. She has been a featured speaker on various Financial Planning topics to many local organizations. In addition, she was one of six planners from Carter Financial Management to be nominated and voted for by fellow CFP members of the Dallas-Fort Worth chapter of the Financial Planners Association and named as one of “The Best Financial Planners in Dallas” by D Magazine in 2004, 2006 and again in 2008.


Patty has served as President and Chairman of the Dallas-Fort Worth Society of the Institute of Certified Financial Planners (ICFP®). She also served as President of the Dallas Chapter of the International Association for Financial Planning and on the National Ethics Committee of the International Association of Financial Planning.


Patty lives in Richardson and is active in the community. Her activities include: Richardson Friends of the Library Board; Learning Disability Association; various church activities; Youth Achievement Foundation mentor and Senior Citizens of Greater Dallas volunteer.


CFP® | Certified Financial Planner | CFP Logo
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Melissa Joy

Melissa Joy

Partner and Financial Planner
Michigan

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Melissa Joy, CFP®, is partner and director of wealth management at Center for Financial Planning, Inc. Melissa began her career in the financial planning in 1998 and joined The Center in 1999. Melissa provides comprehensive financial planning and wealth management services for high net worth individuals and families. Her areas of specialty include dealing with sudden money situations, generational wealth transfer, and planning for women and young executives. She is responsible for The Center's investment management and financial planning departments. She is also a member of the firm’s Investment Committee and Operation Committee.


Melissa is regularly quoted on financial planning topics for publications including The Chicago Tribune, Financial Advisor Magazine, Investment News, and Morningstar Advisor Magazine. She has been recognized as one of eight honorees of the Financial Advisor Magazine Research All-Star team for three consecutive years in 2011, 2012, and 2013.


Melissa received her Bachelor of Arts in Political Science from the University of Michigan in Ann Arbor. She has a certificate in financial planning from Boston University and is a Certified Financial Planner. Melissa completed the Executive Leadership Program through Inforum, a Michigan Professional Women’s Alliance. She is currently focusing on her passion for generational financial planning and practices that help tie meaning to money with Certified Financial Transitionist training through the Sudden Money Institute.


Personally, Melissa lives in Dexter, Michigan with her husband Jeff and two young children Gus and Josie. She is a trustee at First Congregational Church of Ann Arbor and volunteers with the Michigan Financial Planning Association. When not busy at work she enjoys time with her family, travel, playing soccer, and photography.


CFP® | Certified Financial Planner | CFP Logo
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Sacha Millstone

Sacha Millstone

Senior Vice President, Investments and Financial Advisor
Colorado & Washington D.C.

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An investment advisor representative with $330 million in assets under management, Sacha Millstone specializes in retirement planning, estate planning, charitable giving and managing inherited wealth with clients in over 41 states. Sacha’s participation on the Raymond James Women’s Council since 2010 has helped serve as a resource for Senior Management and strives to empower female advisors through recruitment and the annual Raymond James Women’s Symposium. As a specialist in Sudden Money, she assists her clients in developing the road map and self-assurance to help build a lump sum into lifetime financial security. She was among the first investment advisors in the Washington, D.C., area to be recognized for her expertise in socially responsible investing in 1986. In 2000, she joined the Sudden Money Institute, an educational organization that focuses on helping clients who have a sudden change in their financial positions. She is a member of its network of advisors trained in life transition planning.


Sacha is part of a full-service team of professionals who advocate a financial planning approach designed to educate and empower individuals to take charge of their own financial futures. In addition, she works with clients to analyze their insurance needs, select and implement retirement plans for their companies, develop and establish estate plans designed to preserve wealth for future generations, and create lasting legacies through charitable trusts and family foundations.

Traci Richmond

Traci Richmond

Branch Manager
Maryland

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Traci Meakem Richmond, CFP®, began working in financial services as a teenager, posting trade entries by hand in the Legg Mason office of her mother, Carolyn S. Meakem. She earned a dual Bachelor of Science in Economics and Biology from the College of William and Mary and went on to graduate, magna cum laude, from Boston University School of Law. After nearly ten years as a practicing attorney, Traci joined her mother's financial advisory practice. They co-founded The Meakem Group in 2006 and were delighted to join Raymond James Financial Services in 2012.


Since coming to Raymond James, Traci has achieved Leader’s Council membership each year, and she is honored to serve on the Raymond James Women’s Advisory Council. Traci’s areas of specialty include investment selection, managing income in retirement, dealing with divorce and other life transitions, long term care planning, and financial planning for the unique needs of women. She and her team provide customized advice and comprehensive financial planning and investment services for families and small businesses.


Embracing her mother’s focus on economic education, Traci teaches financial literacy seminars to high school students and mentors women interested in financial services careers. For the past 7 years, The Meakem Group has sponsored the Scripps Regional Spelling Bee for Montgomery County, Maryland. Traci’s community involvement also includes working with Community Ministries of Rockville, Maryland, the League of Women Voters of Montgomery County, Maryland, and the Community Association of River Falls. Traci lives in Potomac, Maryland, with her husband and three children.


CFP® | Certified Financial Planner | CFP Logo
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Laura Steckler

Laura Steckler

Vice President of Investments
Florida

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Laura Steckler is a Vice President of Investments and an Investment Management Consultant. She earned her Certified Financial Planner certification and heads Steckler Wealth Management Group where she focuses on providing comprehensive financial planning, including investment and retirement planning, education funding, risk management through insurance planning, and tax and estate tax reduction strategies. She is a firm believer in a holistic retirement planning process that centers around clients’ short, medium, and long term needs and goals. Her clients benefit from the support of her dedicated team in order to provide the highest level of personalized service and support.


Laura’s clients include successful business owners, corporate executives, pre-retirees, and retirees. For corporate clients, she assists with employee stock options, deferred compensation, and restricted securities. Laura also has a specialization in the area of pension planning and analysis. As such, she helps corporate as well as city, Florida State, County, and Federal employees evaluate their options and assists in developing and executing a retirement strategy. She works with individuals and families within south Florida, as well as in numerous other states throughout the U.S. She also works with international clients mainly in South America and western Europe.


Laura graduated from Brooklyn College in New York with a Bachelor’s degree. She continued her education and earned her Master’s degree from New York University in 2001.


Since joining Raymond James in 2006, she has attained club recognition status in each year in addition to her current President’s Club status. She was also honored and humbled to be the recipient of the Raymond James’s Women of Distinction Award in 2010. She is also a proud member of the prestigious Raymond James Women’s Advisory Council.


Laura enjoys spending time playing tennis, traveling, boating, doing yoga, and marathon training. She is married and has a son. She feels passionately about volunteering and is active in several charitable organizations. Two areas that are a focus of her attention are working with indigent seniors and women’s organizations. One of her long term goals is to spend more time doing not for profit work to help those less fortunate in her community.


CFP® | Certified Financial Planner | CFP Logo
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Tracy Vaughn

Tracy Vaughn

First Vice President, Investments, Branch Manager & Financial Advisor
Florida

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Tracy has been a part of the Raymond James family since 1999. She is the Branch Manager of the Crystal River office and a President’s Club Advisor. As a Certified Financial Planner, Tracy and her team practice in all areas of Financial Planning with a strong client centered focus.


Tracy is also a member of the Raymond James Women’s Advisory Council, which is comprised of women financial advisors with a diverse combination of experience and business styles and serves as a resource for Branch Managers and Senior Management. The council maintains an active network of resources and events including the annual Raymond James Women’s Symposium.


As a member of Kiwanis International, Tracy served as Distinguished Past President of her local club in 2003-2004 and has had the pleasure of working with her community in many charitable efforts.


Tracy lives in Ocala enjoying time with her family and friends.


CFP® | Certified Financial Planner | CFP Logo
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Sybil Verch

Sybil Verch

Vice President, Branch Manager & Investment Advisor Representative
Canada

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Sybil grew up in Victoria and earned her Bachelor of Commerce from the University of Victoria. She has earned the designations of Canadian Investment Manager (CIM), Portfolio Manager, Fellow of the Canadian Securities Institute (FCSI) and was one of the first in Canada to attain the Chartered Strategic Wealth Professional (CSWP) now recognized as the Certified International Wealth Manager (CIWM) designation. She entered the financial services industry in 1994 and is passionate about helping clients achieve success. She believes in giving back to her community and is therefore actively involved in various charitable organizations. She is the Chair of the Victoria YM/YWCA Board of Directors and volunteers her time in various ways in support of the Peter B Gustavson School of Business. Sybil is Chair of the Womens Advisory Council at Raymond James and plays an active role in mentoring women in finance. She is engaged in raising the standards of the Investment Industry as she helps train and coach other investment professionals.


This year Sybil was recognized as Business Person of the Year with the Greater Victoria Chamber of Commerce due to her business acumen, dedication to mentoring others in business and her tireless involvement within the community. Sybil has also been recognized as one of Vancouver Island's Top 40 Under 40 for her success in the Financial Services Industry and her passion for helping others. She has been trained by Pusateri Consulting as a co-facilitator for their “Pricing Your Value” program, which empowers organizations and individuals to discover, articulate and capitalize on their unique value. In October 2011, Sybil presented at the Investing In You Conference for female advisors in Vancouver and has also appeared on CTV's Breakfast Television. Sybil is one of four mentors on The Hard Way, a reality TV series focused on helping struggling businesses succeed. Season Two will be air in the fall of 2014.


Outside of work, Sybil enjoys spending quality time with her husband and son. She leads a well-balanced life and makes time for travel, fitness, reading & yoga. She is positive, optimistic and enthusiastic and believes you can accomplish whatever your heart desires.

Lynne Wright

Lynne Wright

Wealth Management Specialist
Michigan

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Growing her practice one client at a time in the 80’s to multigenerational planning in the present, Lynne Wright has built Wright Wealth Management by continually strengthening her relationships with clients. With over 30 years in the financial services industry, Lynne has helped her clients through the many life events that they have experienced. Lynne continually guides clients to financial security by college planning for children, developing strategies for retirement, and helping families through their stages of life.


Since joining Raymond James in 2001, Lynne’s practice has grown to over $340 million assets under management. In 2013, Lynne was honored with the Woman of Distinction Award by the Network for Women Advisors. Lynne is currently mentoring two advisors in the Advisory Mastery Program. In her spare time, Lynne enjoys playing tennis, hiking, swimming, and spending time at her lake house.