Angie Conley, Vice-President Investments has been serving the financial needs of retirees, families, professionals and business owners, for more than 30 years. Angie understands how important it is to help clients focus on their goals. She strives to develop long-term personal relationships with her clients with the objective of understanding their goals and providing viable solutions for every element of their wealth management equation.
As your financial advisor, Angie takes a relationship approach to addressing your financial needs. After getting to know you and having a clear understanding of your goals, investment objectives and your tolerance for risk, her team will work closely with you to develop a plan specifically designed for your unique goals.
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, Angie works diligently to help you develop both your personal financial plan and a detailed investment strategy. Angie’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.
A native of Fort Worth, Angie makes her home in Benbrook with her husband, Todd and their Shih Tzu, Bella. They have two married sons, Aaron and Addison. Addison joined Conley Capital Management as a Financial Advisor and partner in 2019. Angie holds her Series 7, 63, 65, 8 and Insurance licenses, and attended Abilene Christian University and Texas Christian University.
Prior to joining Raymond James in 2009, Angie worked at UBS and PaineWebber for 22 years. Away from the office, Angie’s hobbies are interior design, traveling, tennis, golfing and gardening. Angie enjoys giving back to the community by volunteering at HOPE worldwide, Habitat for Humanity and fund raising for the National Brain Tumor Society.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.