AnnaMarie Strickland,
CFP®, MBA, CWS®
Vice President, Investments
Anna’s strong sense of ethics guides all she does. “I deeply believe in the value of doing the right thing. That includes treating my clients with the same care and consideration I treat family,” she says.
Anna joined Raymond James in February 2020. Most recently, she served as a wealth manager with USAA in Century City, California, and Phoenix, Arizona, for close to a decade – a role that instilled in her a special appreciation for military members and their families. Now that she’s with a new firm, Anna uses her specialized knowledge to continue serving her clients and helping meet all of their financial planning needs.
While Anna valued her role with USAA, she realized Raymond James could offer her the industry-leading resources, expertise and technology to deliver the service her clients deserve. Staying true to her professional principles, it’s a move she made with her clients’ best interests at heart. Through the vast selection of financial products and business partners within Raymond James – including wealth planning specialists, trust and estate services, investment strategies and long-term care options – Anna creates deeply personalized financial plans rooted in her clients’ unique goals, dreams and plans.
Along with her years of hands-on industry experience, Anna is a Certified Financial Planner® professional, showing her commitment to practicing with a higher level of standards. She is also a Certified Wealth Strategist®, which enables her to deliver pointed and sophisticated wealth counsel to affluent clients and their families. In addition, Anna holds a Bachelor of Business Administration with a concentration in financial planning from California State University, Fullerton and a Master of Business Administration from Grand Canyon University.
Born and raised in Southern California, Anna moved to Phoenix in 2016. While she owns a home in California and regularly visits the state to see both clients and family, she resides in Arizona.
Anna has two sons: Bryce, who’s 22 and a professional soccer player for a team in Diegem, Belgium; and Ryan, 13, who shares his older brother’s love of soccer and plays for a local club team. When Anna’s not spending time with her boys, she can be found enjoying the outdoors, often golfing or hiking.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
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.
