About UsAs Raymond James financial advisors, integrity and trust is what drives us to make the proper recommendations to our clients. We provide Pre-Divorce Fnancial Counseling, Mediation Services, QDRO preparation, 401k transfers, and Post-Divorce Financial Planning services from budgeting to investment managment to our clients. We utilize an objective team approach to advise clients in regard to their options before, during and after your divorce. We help answer the financial questions so that you can make the best decisions regarding your divorce settlement and then help you implement your settlement agreement as part of your financial plan. We put your interests first, act with integrity and honesty, and strive for excellence in every facet of our practice.
Professional Background
Professional and Personal Background Having gone through a divorce personally, I appreciate the challenges and personal issues that face individuals going through this event in their lives. With more than 17 years of experience in the financial services industry, I understand how the right person can help make a difference with individuals as they transition through one phase of their life to another during the divorce process. Using this combination of real world and industry experience, my goal is to help my clients meet their objectives while managing the emotions of the divorce process that people face while trying to make sound financial decisions. Mine is a comprehensive approach that endeavors to look at each person's unique situation before recommending a course of action. As a graduate of Auburn University, I began my career as a financial management officer in the United States Marine Corps. As a personal financial advisor since 1994, I hold multiple industry licenses and designations specifically geared towards the divorce financial planning client. I was attracted to Raymond James primarily because of the firm's people and their commitment to ensuring that my clients receive the best service and support. As a native of Atlanta, I live in Roswell. My daughter, Amber, attends the University of Georgia where she is majoring in Biology on a HOPE scholarship. I attend Roswell United Methodist Church.
Professional Background
Personal Background I began my career in the financial industry in 1988 as a cashier at A.G. Edwards & Sons. I quickly realized how helpful a financial advisor can be. I studied diligently and obtained the Series 7 license while working with clients and brokers to provide quality service. I now reside in Duluth, Georgia, with my husband Michael. I have three wonderful step-daughters and a new granddaughter, born on the 4th of July. I am truly blessed. About Raymond JamesRaymond 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.
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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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. © 2011 Raymond James Financial Services, Inc., member FINRA / SIPC Privacy Notice |
11175 Cicero Drive
Suite 100
Alpharetta, GA 30022
Phone: 678-578-2430
Fax: 770-234-5827
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