Raymond James welcomes financial advisor with $125 million in Tampa, Florida
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Sloane Fox to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Todd Gartrell, Southeast division director for RJFS.
Fox arrives from Merrill Lynch where she previously managed approximately $125 million in client assets. As founder of Sloane Financial Planning in Tampa, Florida, she is joined by registered client service associate Tracie Bailey. The practice provides personalized financial planning and guidance to clients, which include families and individuals, women investors, pre-retirees and those currently in retirement.
“I joined Raymond James to provide advice and guidance to my clients in a way that I see fit to best serve their needs. In addition, the financial planning focus of the firm will allow me to offer more holistic advice and education for my clients, inclusive of estate, tax, insurance, investment, cash flow and debt management guidance. The ability to create detailed financial plans to assist clients in reaching their goals is my top priority,” said Fox.
Fox offers more than 25 years of financial planning experience, and most recently spent the last 17 years at Merrill Lynch. She maintains multiple professional designations, including CERTIFIED FINANCIAL PLANNERTM, Chartered Retirement Planning CounselorTM, CRPCTM and Accredited Domestic Partnership AdvisorTM.
A native of Princeton, New Jersey, Fox graduated from Ohio State University with a bachelor’s degree in family financial management. She also holds a master’s degree in financial planning from the University of Georgia.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with approximately 8,800 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.45 trillion as of Mar. 31, 2024. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Sloane Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.