With 19 years of industry experience, Tonya has the accumulated knowledge to help clients navigate a variety of market environments. She has earned the Chartered Financial Analyst® designation, one of the world’s most respected and recognized investment credentials, as well as the Wealth Management Specialist designation. Tonya was named to the 2023 edition of the Forbes list of Top Best-in-State Women Wealth Advisors.*
She strives to create a memorable, concierge-style client experience. “I love learning about clients’ new additions to the family and what’s going on in their lives. Knowing our clients guides everything we do – it’s highly customized.”
In her role, she is continually researching stock ideas, reviewing financial plans and providing proactive guidance to clients. “The markets and the technical analysis of it all are so intriguing to me,” Tonya says. She prides herself on thinking outside the box, deciphering market news in order to adapt custom client investment portfolios in a wise manner.
Tonya joined Raymond James in 2015, drawn by the firm’s in-depth resources and support. Before that, she spent 10 years as a portfolio investment specialist at William Blair in Chicago, where she was responsible for financial planning, asset allocation and investment research. She earned a bachelor’s degree in business from Purdue University.
Originally from the Chicagoland suburbs, Tonya and her husband, Ryan, live in Denver with their daughter, Riley. In her free time, Tonya enjoys reading, tennis, pickleball and hiking. She’s also a volunteer with Hope for Two, an organization that helps pregnant women who have cancer.
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Forbes America's Top Women Wealth Advisors Best-In-State (2023)
The Forbes ranking of America's Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 02/04/22 to 09/30/22 and was released on 02/01/2023. Research Summary (As of February 2023) 38,314 nominations were received and approximately 1,700 women won based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/ for more info.
