Karen Wisdom

CERTIFIED FINANCIAL PLANNER™

Financial Planner

Registered Principal

karen.wisdom@raymondjames.com

Karen A. Wisdom is a CERTIFIED FINANCIAL PLANNER^TM professional. She has been providing clients with comprehensive wealth management strategies since 1990. Karen uses her many years of experience to help clients simplify the complexities of investing. She believes in taking the time to understand her clients' needs, and preferences before developing a customized solution to help them reach their financial goals. Karen's focus is on retirement income and comprehensive long-term planning for individuals nearing or in retirement. Her financial planning process encompasses the areas of retirement planning, investment planning, risk management, tax planning, and estate planning. Karen's ultimate goal is to help her clients accumulate, manage, protect and preserve the assets for which they have worked so hard.

Karen has met the rigorous experience, ethics, education and examination requirements of the Certified Financial Planner Board of Standards necessary to become a CERTIFIED FINANCIAL PLANNER^TM professional. Karen holds a general securities registered representative series 7 and series 63, general securities registered principal series 24, registered investment adviser series 65, municipal fund securities limited principal series 51, and futures managed fund series 31 registrations with Raymond James Financial Services. Karen is also licensed by the State of New Jersey to provide clients with life and long-term care insurance underwriting and variable annuities.

Karen was raised in Exton, Pennsylvania and holds a Bachelor of Science degree from the Pennsylvania State University. Karen lives in Mullica Hill and is active in her community.  Karen enjoys golf, gardening, reading and traveling.

Phyllis Antonelli

Chartered Retirement Planning Counselor^SM

Financial Planner

Registered Principal

Toll-Free: 877-915-9900

phyllis.antonelli@raymondjames.com

Phyllis A. Antonelli is a Chartered Retirement Planning Counselor^SM professional. She has been Financial Planner focusing on clients pre-retirement and retirement income planning needs since 1994. Prior to becoming a financial planner Phyllis spent eight years in other capacities in the banking and financial services industries. Phyllis focuses on providing individuals approaching or in retirement with comprehensive solutions to meet their long-term retirement income goals. She also works to ensure that her clients do not outlive their assets. Phyllis' planning process involves proper portfolio allocation, risk management analysis, estate planning and implementation of tax reduction strategies where appropriate.

Phyllis holds a general securities registered representative series 7 and series 63 as well as a general securities registered principal series 24 registration with Raymond James Financial Services. She is also licensed by the state of New Jersey to provide her clients with life and long-term care coverage underwriting and variable annuities.

Phyllis lives in Mullica Hill and is active in her community. She is a past-president of the Mullica Hill Area Rotary Club and is active in their many local and international charitable projects. Phyllis was born and raised in Southern New Jersey and holds a Bachelors of Science degree from Chestnut Hill College. Phyllis enjoys traveling, gardening, and spending time at the Jersey shore with her family.

Anne Cross joined our team in 2007. She brings with her 15 years of client service experience in the banking and mortgage industries. Anne is responsible for handling a broad range of administrative duties for our clients. Her focus is on providing the highest quality client experience possible. Anne is in the office three days per week to assist you.

Anne lives in Mullica Hill with her husband and three children. Anne is an accomplished cook and baker and enjoys traveling, entertaining and spending time with her large extended family.

Renee' Hitchner joined our team in 2008. Renee's background is in early childhood education and she is finding her client service and administrative role interesting and fulfilling. Renee's responsibilities in the office cover a broad spectrum of service issues. Her goal is to provide a first rate experience with our office from the moment the phone is answered to the time it placed on its cradle. Renee' is in the office three days per week to assist you.

Renee' is a South Jersey native and lives in the area with her husband and three children. She enjoys biking, walking and reading. Renee' is active in her church and with their charitable endeavors.