With more than 20 years of financial services and lending experience, Cinnamon has spent the majority of those decades working with high-net-worth and ultra-high-net-worth individuals and families. Trained as a private banker, she learned early in her career how important it is to provide the right experience for each unique client.
As a banking consultant with Raymond James Bank, Cinnamon focuses on understanding her clients’ goals and how those aspirations fit into their overall wealth plan, then works to implement an appropriate solution for their needs. Cinnamon provides a variety of tailored solutions – including securities-based lines of credit, margin loans, mortgages, and Capital Access account services – to meet the needs of individuals and families.
Raymond James Bank, a wholly owned subsidiary of Raymond James Financial, was chartered in 1994 to augment the firm’s traditional brokerage services. To accomplish that, the bank offers a variety of innovative, versatile financial solutions to meet just about any lending need. Working closely with your financial advisor, Cinnamon can help you compare various loan options to find the solution that not only fits your needs but also fits seamlessly into your overall financial plan.
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.
*Banking and Lending solutions are offered through Raymond James Bank, member FDIC, an affiliate of Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank, member FDIC, for your residential mortgage needs.