Shauna Hart Bartula, Wealth Advisor RJFS and Vice President Extraco Banks, has been with Extraco Banks, and Raymond James Financial Services since 2013, and she has over 31 years of experience in the financial services industry. Shauna’s success is built around her experience, absolute commitment to service, and maintaining a close working relationship with her clients as their single point of contact for all of their investment needs. She is an Investment Adviser Representative and holds the Series 6,7, and 63 licenses.
Over the past 23 years, she has dedicated herself to specializing in the management of investment assets of high-net-worth individuals, non-profit organizations, small businesses, and corporations. Having shepherded her clients through many market events, such as the dot com crash of 2001, the black swan event of 2008, and most recently the Covid-19 pandemic that shook markets across the globe, she understands the importance of keeping clients informed in order to avoid knee jerk reactions.
When Shauna is not assisting her clients with their wealth management needs, her time is dedicated to her husband, two sons, and participation in various community activities.