Sally Steen Avalon,
CFP®
Senior Registered Client Service Associate
Sally combines her interest in investing and strong industry understanding to help clients achieve their financial goals. Sally’s role within the firm requires her to wear many hats, including administrative duties, trading, reporting, maintaining managed equity programs, and retirement plan analysis. She also is editor of Investment Insights, the practice’s quarterly newsletter.
Sally is a Certified Financial Planner™ professional and holds two undergraduate degrees from Mississippi State University – a Bachelor of Business Administration in International Business with a concentration in Finance, and a Bachelor of Arts in Spanish. She also received her Master of Business Administration with a minor in Finance from Mississippi State.
Sally and her husband Brad have two children, Ruth Ann and Thomas. They live in Madison and attend St. Richard Catholic Church in Jackson. Sally is a member of the Junior League of Jackson, volunteers at Children’s of Mississippi Hospital, and serves on the Advisory Board of Assisi Early Learning Center. She has been actively involved with the Miss Mississippi organization for the past 20 years, serving both as a contestant and judge. She enjoys singing, cooking, and spending time with family.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.
