As the senior advisor on the team, Eileen devotes most of her time to working directly with clients on their financial goals and needs. In addition to building strong client relationships, she applies her expertise in multigenerational asset transfers, retirement income, long term care and other insurance and annuities needs.
Eileen has dedicated her life’s work to helping people pursue their most important financial objectives and truly considers it is a privilege to be in a position to do so. She utilizes her skills as a people person, as well as her strong background in mathematics and problem solving.
She prides herself on being an excellent listener and teacher, something she believes her clients greatly appreciate. They know they are able to tell or ask her anything, in confidence and without judgment.
Before joining Raymond James in 2010, Eileen worked at Young, Stovall and Company in Miami for 15 years, last serving as vice president. She holds Series 7, 63 and 66 licenses and insurance licenses in life, health and variable annuities. She is also a registered real estate agent.
Eileen attended the University of Florida and the University of Miami, where she earned a bachelor’s degree in education. She was also enrolled in the behavioral psychology program at Florida International University.
Active in the community, Eileen is a supporter of Jewish Adoption & Foster Care Options (JAFCO) and a member of the National Council of Jewish Women and the Deering Bay Yacht and Country Club.
Eileen was born in Brooklyn, New York, and moved to Miami with her family when she was 14 months old. She has lived in Coral Gables and Pinecrest and today lives in the Deering Bay Yacht and Country Club with her husband, Bruce. They have two sons, Mitchell and Ryan, and five grandchildren, Brooke, Jessie, Ashley, Dylan, and Sydney. In her free time, Eileen enjoys reading, golf and spending time with friends and family.
Raymond James is not affiliated with the above organizations and/or charitable causes.