Angie joined our Raymond James team in 1999 as a Client Services Manager and quickly became our Office Manager. She obtained her Series 7 securities license and as a Financial Advisor she uses her strong foundation of knowledge to create customized financial plans to help our clients reach their financial goals. Angie has been instrumental in developing a team-oriented work environment and has supervised personnel training, team projects, compliance and overall business planning for our practice. As part of Philip Moses’ advisory team, she has assisted with comprehensive financial planning for our high net worth clients. With her many years of experience, Angie has developed long term relationships with our clients. She is originally from Oklahoma but moved to Lake City in 1995. When not working, Angie loves spending time with her husband and son. She enjoys being with family and friends, outdoor activities and channeling her creativity through various forms of art and jewelry design.