Ilona Box, WMS

Vice President, Investments
ilona.box@raymondjames.com

With 17 years of financial planning experience and over $300M in assets under management, Ilona specializes in high-net-worth financial planning, divorce planning and estate planning. With wealth preservation as her main focus, she formulates personal financial plans that take into account each client's risk tolerance, time horizon and goals. She also believes in the importance of educating her clients so they feel empowered about their financial plan and future.

Ilona graduated with honors from Florida State University with dual majors. Striving to expand her knowledge in investments and financial planning, she completed the Raymond James Financial Planner training which included retirement planning, risk management, estate planning, investment management, and income tax planning. Ilona also attended the Institute of Investment Management and completed her Wealth Management designation.

Being a strong advocate for women in the industry, Ilona was asked to sit on the Women's Advisory Council for Raymond James in 2010. As a member of this esteemed group, she believes strong leadership will pave the way for women advisors who come after her. She is currently mentoring a female in the Raymond James mentoring program; offering guidance and direction along with her perspective on the obstacles and challenges facing woman today.

Committed to giving back, Ilona currently is the Vice President of the board for Funding the Future, sits on the Florida Gulf Coast University planned giving board, is an active participant of the United Way budget review committee and a past board member of Protected Harbor.

Ilona enjoys spending time out of the office with her husband and three beautiful children. She loves to travel, being outdoors, and staying active.

 

CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.