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 review 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.
LeeAnn is a native of the pacific Northwest and resides in Seattle, with her three wonderful children and a brindle Kai Ken dog named Maya. She especially loves spending time outdoors with her family; travelling, hiking, paddleboarding. She has many more interests; singing, music, cooking, herbology, writing, but has a passion for all aspects of health and fitness and is a certified yoga instructor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.