Helping clients plan for their future is something I’m proud to be a part of.
Working with people and making a positive impact on their lives is what drives Janet. As an Accredited Asset Management SpecialistSM, Janet assists in designing tailored financial plans for clients. She also conducts research, executes trade requests and supports the team in serving clients.
She is knowledgeable, organized and empathetic, and able to share the excitement of clients’ new chapters in life. She strives to help clients feel increasingly confident and comfortable in their financial well-being and overall lives as a result of the team’s professionalism and guidance. Her goal is to leave a client with a thorough understanding of topics discussed as well as any next steps involved.
Before joining Steckler Wealth Management Group of Raymond James, she served in a client service role at Morgan Stanley. She has worked in the financial services industry since 2016 and has obtained Series 7 and 66 licenses and earned a B.S. in communications from Boston University.
Originally from Long Island, New York, she currently lives in the Brickell area of Miami with her dog, Benji. In addition to her love of animals, she is an avid runner and completed a half marathon in 2018 and has participated in multiple 5K runs in support of various community efforts such as lupus awareness and research. Her other hobbies include practicing Bikram yoga, traveling, spending time with loved ones and cooking.