Claudia has been serving the financial needs of professionals, business owners and their families since 2013. She strives to develop long-term relationships with her clients with the objective of understanding their goals and providing viable solutions for every element of the wealth management equation.
Raymond James’ extensive resources include specialists in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Claudia works diligently to help you develop both your personal financial plan and a detailed investment strategy.
Claudia began her financial services career with Merrill Lynch Wealth Management in 2013. Today, she is dedicated to help clients pursue their financial goals by identifying, defining, and prioritizing their goals. Her key areas of focus are creating wealth management strategies, relationship management and business development.Claudia follows a disciplined process that begins with first taking the time to fully understand each client's particular needs, concerns and priorities. Claudia earned a Bachelor’s degree in Finance with a minor in Economics from the University Of North Texas. Passionate about delivering excellent service, she attained the Certified Investment Management Analyst® (CIMA®) designation from the Investments and Wealth Institute™ (The Institute) through the Yale School of Management.
Claudia enjoys being involved in the community and giving back. She is an active member of the Junior League of Collin County as well as the North Texas Alumni Chapter. Originally from Lima, Peru, she makes her home in Frisco, Texas.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.