Dr. Helen Von Dolteren-Fournier has been serving the financial needs of education professionals, FRS employees, business owners and their families for more than 25 years. 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.
As your financial advisor, Helen takes a comprehensive approach to addressing your financial needs. After getting to know you and to fully understand your investment objectives and your tolerance for risk, Helen works closely with you to develop a customized financial plan designed to meet your long-term financial objectives.
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, Helen works diligently to help you develop both your comprehensive financial plan and a detailed investment strategy. Helen’s planning-based approach is designed to help you meet current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and reach your long-term financial goals.
As a native Floridian, originally from Neptune Beach, Helen graduated from Barry University with a Doctorate of Jurisprudence. She earned the professional designation of Certified Financial Planner (“CFP”) from Rollins College. Prior to joining Raymond James, Helen worked with BENCOR, Inc. as General Counsel and Advisor 15 years. Away from the office, Helen enjoys spending time with her husband, Rick and Jake, her Golden Retriever, in the garden or walking the Florida beaches.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.