Pride Financial Advisors Network Council

PFAN Council

The members of the Pride Financial Advisors Network Council are dedicated to improving outcomes for LGBT+ advisors and their clients by building a community of professionals to advocate education, access and inclusion in the financial services industry.

Each member of the council is a high-performing, highly recognized professional within the firm whose own communities have benefited from their diligence and expertise. In addition to their duties setting the direction of the Pride Financial Advisors Network and recruiting inclusion-minded advisors to the cause, they are generous mentors and practice builders who offer their years of experience and perspectives to help others succeed.

Council members are focused on making the financial services industry more representative and thoughtful about issues relevant to LGBT+ professionals and clients. This includes helping Raymond James maintain its culture of inclusivity, diversity and opportunity by acting as advocates and experts.

Council members are eager to hear from LGBT+ advisors and allies to help build opportunity throughout the greater community. Contact a member of the council to start the conversation.

Meet the council

Renee Baker
Renée Baker, DBA, RCC™
Head of PCG Advisor Inclusion Networks
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Joshua Charles Image
Joshua T.H. Charles, CFP®, CHFC®, CLU®, ADPA®, CEP®, CLTC®, WMS, AIF®
Branch Manager, Financial Advisor, CEO F-360
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Fred Elledge Image
Fred Elledge, CFP®*
Financial Advisor, RJFS | President, Blue Spectrum Wealth Management
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Tom Hake Image
Thomas J. Hake, M.Fin.
Investment Management Consultant, Branch Manager | National Co-Chair, Raymond James Pride Financial Advisors Network
Missouri, Florida
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Bernardine Perreira, CFP®
Financial Advisor, Perreira Wealth Advisory of Raymond James Ltd.
Toronto, Canada
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Marta Shen
Marta Shen, JD, CPA, CFP®
Senior Vice President, Wealth Management
Georgia, Washington
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Lynne Wright
Wealth Management Specialist and Senior Vice President, Investments
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Ready to learn more?

We invite like-minded advisors, advocates and allies to thrive as your most authentic selves. Let’s move forward together.