Carmen North,
AWMA®, CDFA®, CRPS®, CPFA
Financial Advisor, Vice President, Investments
AWMA CDFA CRPS CPFA
With over 12 years of experience in financial services, Carmen’s approach to wealth management planning is consultative and comprehensive, with a focus on her client’s life priorities. A major area of her practice centers on assisting successful women with developing long-term financial plans that encompass estate planning and insurance strategies. Additionally, as a Certified Divorce Financial Analyst®, she works with both individuals and couples going through the upheaval of divorce by helping them understand how financial decisions made now can have long-term implications for their futures.
Carmen was awarded the Chartered Retirement Plans SpecialistSM designation by the College for Financial Planning and has also earned the Certified Divorce Financial Analyst® designation as well as the Accredited Wealth Management AdvisorSM designation.
A University of Central Florida graduate, Carmen is passionate about giving back to her community. Carmen is a board member for the Nassau County Economic Development Board, active with ReadUSA and previously served as a board member for Communities in School of Nassau County. Because she feels education is key to making the most of all of life’s experiences, she spends time volunteering in her community as often as she can. Her family also shares her passion for making their community a better place; many times her three daughters are also volunteering right next to her.
Raymond James is not affiliated with the above listed organizations.
