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 (ages 23, 21 and 18, respectively). An avid reader, world traveler, wine aficionado, fitness buff, and music and dance enthusiast, Arlene is also in the process of self-publishing her first book which focuses on empowering women. She serves on the Board and Executive Forum of The Commonwealth Institute, an organization dedicated to mentoring and connecting women in business and leadership. Arlene feels most fulfilled when inspiring others. Her passion is making life a richer experience for everyone she meets in every way possible.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.