SPECIALIZED GUIDANCE for women investors

At Round Table Advisors of Raymond James, we understand investing is not a one-size-fits-all standard. Financial planning should be as individual as the client sitting at the table. Understanding the alternating roles many women have – mom, daughter, caregiver, wife, career – is the cornerstone of our efforts to help female investors reach their financial goals.

Whether it is college savings, estate planning, long term care or life insurance needs, or divorce or career changes, we want to be the partner that enables women to face each issue head on and never be hesitant in their capabilities to manage those needs. Our goal is to transform the term “female investor” into “experienced investor.”

“Set a goal that commands your thoughts, liberates your energy and inspires your hopes.”

Andrew Carnegie