Gilmore Wealth Management

Cynthia Gilmore, CFP®

Vice President, Investments

Cynthia Gilmore, a vice president of investments with Raymond James & Associates, has been working with clients to help them reach their goals for more than 29 years. Whether planning for marriage, children, college, retirement, wealth preservation or any combination of milestones, Cynthia is a sincere and caring partner to each of her clients. Formerly a vice president of investments at Morgan Stanley, she joined Raymond James in 2009, attracted by the firm’s focus on its clients rather than products.

With an empathetic ear, Cynthia listens to her clients as they explain their long-term goals and objectives, which allows her to identify their needs and match them with carefully selected investments and appropriate asset allocation models. Above all, her goal is for her clients to feel confident in the plans they develop together as they work toward achieving financial security.

Cynthia, a Certified Financial Planner^TM professional, is a 1982 graduate of the University of Florida with a bachelor’s degree in business administration, and she holds Series 7, 31, 63, 65, and life and variable insurance licenses. She is affiliated with the Tampa Bay Estate Planning Council, the Gator Boosters and Christ the King Church. A Tampa native, she currently resides in the Beach Park neighborhood with her twin sons, Sean and Shelby. In her spare time, Cynthia enjoys playing tennis, volunteering with Make-A-Wish Foundation, and participating in activities at Palma Ceia Golf & Country Club.

Pat Huggins

Client Service Associate

patricia.huggins@raymondjames.com

Pat Huggins, a client service associate at Raymond James & Associates, has worked with Cynthia Gilmore for more than 19 of her 23 years in the financial services industry, where she has also served on the Advisory Board for Sales Assistants. In 2009, she joined Raymond James, where she provides attentive, personal service to each client.

Originally from St. John in the Virgin Islands, Pat is a graduate of the University of the Virgin Islands with a degree in business administration, and is currently pursuing her Series 7 license. She has resided in Florida for 30 years and has two adult children.

About Raymond James

Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.

More than 5,400 financial advisors
2 million client accounts
2,400 locations (United States, Canada and abroad)
$268 billion in client assets
$35 billion managed by its subsidiary asset managers

Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.

For more information, visit raymondjames.com.

SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.

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