Ruth Rozankovich

With more than 20 years of experience in financial planning and investment management, Ruth Ann Rozankovich has the accumulated knowledge and perspective to help keep you and your financial future on a steady course. Ruth Ann understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Ruth Ann will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.

Ruth Ann strives to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using the industry’s most comprehensive resources. The investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your investment strategy.

Based on what she learns about you and your goals and an analysis of the current financial markets, Ruth Ann designs a customized investment strategy based on recommendations made solely with your best interest in mind. She then takes the time to explain her recommendations and, once you are comfortable with your new plan, Ruth Ann puts it into action and reviews its performance for opportunities to adapt to life changes and new goals.

Ruth Ann began her career in financial services in 1997 and previously spent almost 11 years with Oppenheimer & Company, Inc. Today, Ruth Ann provides pre- and post-retirement planning as well as financial and estate planning through the use of equities, fixed income securities, managed money, 529 education savings plans and more through Raymond James.

Ruth Ann and her family are lifelong residents of the Kalamazoo community. She works tirelessly helping ChadTough Defeat DIPG fundraise and raise awareness for pediatric brain cancer, having lost a close family friend to the disease. She serves on a planning committee for the Taco Bob Foundation, a local nonprofit organization that assists people in need within the Kalamazoo area. Away from the office, Ruth Ann also enjoys skiing, pickleball, hiking and kayaking. Each year, she and her family get away for an annual ski vacation to Colorado.

Raymond James is not affiliated with the above organizations and/or charitable causes

Raymond James and its advisors do not provide any tax advice.