Claudia has been serving the financial needs of professionals, business owners and their families since 2013. She strives to develop long-term relationships with her clients with the objective of understanding their goals and providing viable solutions for every element of the wealth management equation.

Raymond James’ extensive resources include specialists in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Claudia works diligently to help you develop both your personal financial plan and a detailed investment strategy.

Claudia began her financial services career with Merrill Lynch Wealth Management in 2013. Today, she is dedicated to help clients pursue their financial goals by identifying, defining, and prioritizing their goals. Her key areas of focus are creating wealth management strategies, relationship management and business development.
 
Claudia follows a disciplined process that begins with first taking the time to fully understand each client's particular needs, concerns and priorities. Claudia earned a Bachelor’s degree in Finance with a minor in Economics from the University Of North Texas. Passionate about delivering excellent service, she attained the Certified Investment Management Analyst® (CIMA®) designation from the Investments and Wealth Institute™ (The Institute) through the Yale School of Management.

Claudia enjoys being involved in the community and giving back. She is an active member of the Junior League of Collin County as well as the North Texas Alumni Chapter. Originally from Lima, Peru, she makes her home in Frisco, Texas.