Marcia L. Bloemendaal,

CFP® Senior Vice President, Investments

Marcia Bloemendaal is a Senior Vice President, Investments, and a CERTIFIED FINANCIAL PLANNER™ professional and the founder of Bloemendaal Capital Strategies of Raymond James & Associates, Inc., in Palm Desert, California. Marcia began her career in the securities business in 1989. For more than 24 years, Marcia has provided counsel to high net worth clients throughout the country, encompassing all elements of financial planning. She works closely with clients’ trusted advisors for implementing private wealth management strategies to accumulate, preserve, utilize and transfer wealth. Prior to forming Bloemendaal Capital Strategies in 2009, Marcia was a Senior Vice President, Wealth Management with Morgan Stanley Smith Barney and was recognized for her excellence in customer service through the Council Awards Program from 1999-2008.

Marcia has been nationally recognized by her attendance at the Barron’s “Top Women Advisors Summit” for the country’s top women financial advisors*. Her professional licenses include Series 7, 63 and 65 securities licenses and Life, Variable and Long Term Care Insurance licenses. Marcia is a Cum Laude graduate from the Colorado College with a Bachelor of Arts Degree in American Political Economy. She wrote her senior thesis on “The Political & Economic Impacts of Diagnosis Related Groups on America’s Health Care Systems”. Additionally, Marcia holds a Thematic Minor in African American History.

Marcia was born and raised in Great Falls, Montana. Upon graduation from high school, Marcia was an exchange student to the Netherlands. She makes her home in Rancho Mirage, CA.

*Attendees of the Barron’s Winner’s Circle conference were comprised of the 100 women advisors listed in “Top 100 Women Financial Advisors” as well as 500 financial advisors designated as the top 1% producers of their firms. The “Barron’s Top 100 Women Financial Advisors” is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor. This accolade may not be representative of any one client's experience and is not indicative of the advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/ rating. Barron's is not affiliated with Raymond James.

 

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