We realize women are a unique segmentation and often have complex financial needs and situations, such as time away from careers to care for family or aging parents, the likelihood of marrying later in life or finding yourself suddenly single from a divorce. Women have longer life spans leading many of you to take on additional financial responsibilities in the later stages of your life. We take the time to understand your personal investment goals and priorities.

Your client experience is very important to us and how we help you get the answers you need to make decisions about your investments and your estate. And as your life changes, we’ll be here to help you readjust and move forward with a financial strategy designed to meet your current and future needs. We will walk you through our investment strategy and demonstrate the clarity of our selection process.

Services include:

  • Wealth & Investment Management
  • Banking & Lending Solutions
  • Insurance & Annuities
  • Legacy Planning
  • Wealth Transfer
  • Estate Planning
  • 529 College Savings
  • Risk Management

Banking and lending solutions provided by Raymond James Bank, N.A. Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. are affiliated with Raymond James Bank, N.A., a federally chartered national bank.