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I have over 30 years of experience as a registered financial representative. I am also a personal and financial coach and Certified Financial Planner™ professional. Prior to joining Raymond James I worked with my clients at Morgan Stanley, Citigroup, and PaineWebber.
I am a financial advisor and Certified Financial Planner™ professional. Exams I have passed include the Series 7, 63, and 65. I am a licensed Life and Health insurance representative but not a captive agent (so I am not required to sell products). I also have a degree in Communication and have completed coursework in personal and relationship coaching.
I offer comprehensive, holistic financial planning services that provide specific financial data unique to you, data designed to assist you in making important financial decisions in various areas of your financial-life.
I offer comprehensive, holistic financial planning services that provide specific financial data unique to you, data designed to assist you in making important financial decisions in various areas of your financial-life. Additionally, I offer coaching on the unique aspects of how our money affects our lives, our families and our work. I have a passion for all aspects of health and fitness and specialize in relationship, finances and healthful lifestyle coaching with emphasis on helping to make your money work for you.
While some financial advisors just look at things like your age, amount of money you have and risk tolerance, my experience has shown me that financial-life planning and making appropriate investments and financial choices are not just dependent on your age or your asset level. These important decisions depend on your opinions and the circumstances in your life that are unique to you, not some canned set of financial goals. Your feelings about what is going on for you, where you are financially now and what you want to see happen are what drive our discussions. Planning what to do with our money and financial resources is different for every person.
Although I work with all types of clients, primarily, my clients are business owners, community–minded professionals and retirees who focus on helping, healing and directing the energy and focus of their work for the good of their families, companies and communities. Typically my clients are involved in areas like health, consulting, business, leadership, or real estate.
Yes. In order to maintain the confidentiality and cohesiveness of your planning process you will not be handed off to a group that sells different products. Occasionally, you may be contacted by my assistant or another member of my team when scheduling an appointment or completing paperwork to facilitate a transaction. Raymond James works with fund managers and insurance products that are affiliated with other companies but you will never receive investment guidance or planning advice from their representatives.
This depends on the type of accounts you have and the services you ask me to provide for you. Financial planning is available in hourly packages. I will provide an estimate to you after an initial complimentary meeting to determine what you want to accomplish. You’re invited to call me to schedule a complimentary meeting or email me. We also offer choices of fee for service accounts and commission based accounts, and we strive to keep our client’s fees and expenses low and competitive.
Investment management: The fee schedule would be based on the amount of money managed for you. I provide financial investment consultation and asset management on accounts and financial assets held at the firm and held away from the firm.
Financial planning: The fees are hourly. I will provide you an estimate of asset management fees and planning time needed and the fee prior to working together.
No. I will never provide advice or recommendations for the benefit of a third party. My interest is in understanding your goals to provide appropriate advice for your situation.
I am not currently involved in any litigation and have not been previously. Please request to see my ADV Part 2B anytime by contacting my office. Please see my link available via BrokerCheck by FINRA by clicking https://brokercheck.finra.org/individual/summary/1630652.
LeeAnn joined Raymond James as Vice President, Investments in June 2017. She brings with her many years of experience as a financial advisor, LeeAnn offers extensive industry knowledge and honest, trusted guidance to help clients pursue their goals. She provides comprehensive financial planning services, and gathers a complete picture of clients’ financial outlook in order to help them set realistic goals, invest their wealth at the appropriate level of risk, and effectively monitor their assets over time. LeeAnn enjoys cultivating relationships with the individuals and families she works with.
Prior to joining Raymond James she held president roles for Morgan Stanley and Smith Barney. She holds the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. CFP® professionals complete a rigorous and comprehensive program, which covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.
LeeAnn graduated from the University of Washington with a degree in communication and is a financial and personal coach, specializing in relationship, finances and healthful lifestyle coaching.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Any opinions are those of Lee Ann Huggins and not necessarily those of Raymond James & Associates. Expressions of opinion are as of this date and are subject to change without notice. Investments or strategies mentioned may not be suitable for all investors and should not be construed as a recommendation. Investing involves risk and investors may incur a profit or a loss. No investment strategy can guarantee success. In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluation the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part 2A as well as the client agreement.
