Grace believes the most successful wealth management strategies address the big picture and are supported by a strong client/advisor relationship based on mutual trust developed over time. Her comprehensive, solution-focused approach comes with personal attention and a commitment to her clients’ best interests and unique objectives.
Grace is passionate about preserving and growing wealth for her clients and their families. Using the vast array of resources offered by Raymond James and the MWWM team, she strives to enhance and protect your investments. Her approach to long-term financial success centers on four pillars: investment management, retirement planning, charitable giving, and estate planning. She understands that your financial health impacts how you live your life, and she frequently assists clients with important life events like buying a home, making a career change, planning a child’s education, or aging in place.
A native of Jenkintown, Pennsylvania, Grace graduated from Dartmouth College with a Bachelor’s Degree in Linguistics and Public Policy. She recently returned to Jenkintown after living in Madison, WI for six years, where she was converted into a Badgers fan, but not a Green Bay fan. When not working, Grace enjoys swimming, water polo, and general water activities, as well as reading, hiking, cooking, and spending time with her husband, Sam, and their chocolate lab, Belle.
Raymond James is not affiliated with the above organizations and/or charitable causes.