For nearly 30 years, Arlene has been working in the financial services industry, acquiring knowledge while dispensing invaluable wisdom along the way. As a Financial Advisor at Wells Fargo Wealth Management and prior to that, Citibank/Citicorp Investment Services, Arlene earned her clients’ trust with her transparency and creative thinking. Her genuine desire to empower her clients ultimately led her to take the entrepreneurial route in 2015 when she established her own Independent Wealth Management Practice with Raymond James Financial Services.
Inspired by her own transition and grateful for the opportunity to work independently under the renowned Raymond James brand, Arlene has adapted a “financial coach philosophy” in her practice. She tailors each client’s individual financial plan according to their experience, investment psychology and risk tolerance; and strives to educate, clarify and review in detail all investment options so that clients feel comfortable with the important investment decisions they are making. Arlene coaches her clients, educating and inspiring them to focus on their financial and life goals, especially during challenging markets and life experiences wherein emotional decisions can compromise the successful outcome of their long-term objectives.
Arlene believes in living life to the fullest and encourages her clients to do the same. She is happily married and a proud spectator of the now-adult lives of her two daughters and stepson. An avid reader, world traveler, wine aficionado, fitness buff, and music and dance enthusiast, Arlene also recently self- published her first book, titled, Help! Why You Need Somebody (And Not Just Anybody) To Guide You On The Long And Winding Road of Investing, an inspirational financial guide creatively set to Beatles’ song titles. She serves on the Executive Board of Girls, Inc. of Greater Miami, an organization dedicated to mentoring and empowering young girls in underprivileged communities and is also on their 150+ Women Strong Committee, leading the initiative of 150 women in leadership who support and mentor these girls to be Strong, Smart & Bold. Arlene feels most fulfilled when inspiring others. Her passion is making life a richer experience for everyone she meets in every way possible.
“Let no one ever come to you without leaving better and happier.”
– Mother Teresa
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Raymond James is not affiliated with the above organizations and/or charitable causes.