Ilona Box

Ilona Box,

WMS Managing Director Senior Vice-President, Investments

Throughout her 22-plus years as a financial planner, Ilona has followed her passion for helping others. She brings a certain vitality to the process of clarifying a client’s goals and formulating a plan to pursue them. Her clients appreciate her dedication to gaining a deep understanding of who they are and what they hope to achieve as they collaborate on strategies to preserve and manage wealth. She specializes in high-net-worth financial planning, divorce planning and estate planning in partnership with tax and legal professionals.

“It’s always gratifying when a client entrusts me with helping them carry out their mission,” Ilona says. “I strive to be a valuable member of each client’s inner circle.”

Promoting financial literacy among her clients and the community at large is a cause Ilona holds dear. She is an advocate for Funding the Future, a nonprofit that teaches teens vital financial principles at schools across the nation, and she is known for her ability to make complex topics simple to understand.

Ilona’s career as an advisor began in 1998. She has been paying it forward since as a strong advocate for women, and has served on the Women’s Advisory Council for Raymond James, where she helped pave the way for more advisors like herself. She has been a member of Raymond James Chairman’s Council since 20161, is a current member of the executive council at Raymond James and was named a “Woman of Distinction” in 2019 at her firm2.

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.

In her free time, Ilona enjoys spending time with her husband and three beautiful children. Like many of her clients, she loves traveling, being outdoors and staying active.

1Membership in the Chairman’s Council is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating. 2The Woman of Distinction Award is designed to recognize a woman advisor that has served as a role-model to other advisors or service associates in her branch or the industry. Through mentoring and coaching, she’s supported the professional growth of women by sharing her experiences, knowledge, ideas and feedback. In addition to these qualities, nominations should also include a woman who is actively involved in her community through volunteer hours, and board participation. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of the advisor's future performance. No fee is paid in exchange for this award/rating.