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 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 Junior League of Jackson, and volunteers with Ronald McDonald House and Boys and Girls Club. She has been actively involved with the Miss Mississippi organization for the past 15 years, serving both as a contestant and judge. She enjoys singing, cooking, and spending time with family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.