• Thera Elliott

    Financial Advisor, RJFS

With more than 12 years of experience in financial planning and investment management, Thera Elliott has the accumulated knowledge and perspective to help you with your financial goals. Thera understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Thera will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.

Thera endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. Her investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your investments.

Based on what she learns about you and your goals and an analysis of the current financial markets, Thera designs a customized investment strategy based on your needs. She then takes the time to explain her recommendations and, once you are comfortable with your new plan, Thera puts it into action and seeks opportunities to adapt to life changes and new goals.

Thera began her career in financial services in 2006 and previously spent 16 years with Wells Fargo. Today, Thera provides financial and estate planning through the use of equities, fixed income securities, managed money, insurance and 529 education savings plans and more through Raymond James.

A native of Pompano Beach, FL, Thera resides in Coral Springs, FL. She is a member of Blue Star Mothers of America. Away from the office, Thera also enjoys mentoring, traveling, photography, exercise, bowling and spending time with the family.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.