Constance Miner,

Connie is responsible for our client relationships and the group’s investment strategy and execution. The investment decisions she and her team make are based on a broad research focus using multiple resources. She pays particular attention to making strategic asset class decisions, starting with the basic allocation among cash, bonds and stocks.

Connie also believes in the strategic use of cash as an investment in certain environments that require a more conservative posture. “Maintaining invested capital in difficult markets is a more important goal to us than significantly outperforming in rapidly rising markets, as we believe individual investors ultimately value preservation of their resources in declining markets,” Connie says.

Connie has more than 30 years of financial industry experience and, for the last 25 years, has focused on serving individual investors. She has been a CERTIFIED FINANCIAL PLANNER^® professional since 1989. In 2015, she attained the Retirement Income Certified Professional^® designation from The American College.

Connie joined Raymond James in December 2021. Previously, she was a managing director and founding partner at Steward Partners Global Advisory, and also held positions at Citibank’s Private Bank, Legg Mason and UBS Financial Services. Earlier in her career, she was a corporate lender at First Interstate Bank and AmeriTrust. She holds an MBA from the Wharton School of the University of Pennsylvania.

Connie is a resident of Washington, D.C., and has two children. In her spare time, she enjoys reading books on financial topics, hiking and other outdoor activities, and yoga.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.