Still inspired and motivated after 34 years by her genuine love of people, finance and hard work, Gail began her advisory career in 1983 with Boettcher and Company, where she remained for nine years before joining Shearson Lehman Brothers (which later became Smith Barney) in 1992. She went on to work with Merrill Lynch/Bank of America in 2008 and joined Raymond James in 2017.
Gail builds long-term relationships by combining financial expertise with an intimate knowledge of each client’s priorities when planning, protecting and helping to fulfill his or her vision of the future.
“The opportunity to be a financial educator while also providing individualized service attracted me to investment services,” Gail said. “But what attracted me to Raymond James is the ability to build a portfolio specific to each client’s needs. While other firms move toward packaged products and programs, Raymond James is definitely not a ‘one-size-fits-all’ company.”
Gail graduated with a Bachelor of Science degree in business education from Emporia State University in Kansas.
Active with numerous organizations in her community, Gail serves as an Advisory Council member of the
Women’s Foundation of Southern Arizona. She has also been Event Chair and on the Annual Gala Committee for the Arizona Theatre Company. She and her daughter, Emma, founded a grassroots
Mother/Daughter Giving Circle that helps young women and their mothers become involved in local philanthropic causes.
Originally from the Kansas City area, Gail has lived in Tucson, Arizona, since 1983. She and her husband,
Patric, have two children, Eli and Emma.