Senior Client Service Associate
Financial Paraplanner Qualified Professional™
Angele came to us from a Raymond James office in California where she spent her time servicing the clients of several financial advisors and assisting the branch manager. She offers an extensive background in business, retirement plans and working beside industry professionals to provide estate planning and implementation.
Prior to joining Raymond James, Angele was an Advisor, Investment Administration Manager, Chief Compliance Officer, Operations Manager and a member of the Board of Directors for a Registered Investment Advisory firm in Eureka, California. During that time she attained the Financial Paraplanner Qualified Professional designation through the College for Financial Planning. This professional designation offers practical knowledge of the financial planning process and allows designees the ability to engage clients in more sophisticated areas such as estate and retirement planning.
Additionally, Angele enjoys the outdoors; whether it is fishing, snorkeling or photographing Florida’s beauty. Angele has a commitment and passion to providing the highest level of client service to Raymond James clients and their families.