Successful businesswoman, entrepreneur, mentor, leader: Whether for your education, career or family, at some point you’ve had to plan to reach your goals. And you’ve likely faced unique financial challenges along the way. We’ve helped our clients confidently turn those challenges into possibilities for a brighter future with proactive planning and investing.

While retirement is frequently the focal point of financial plans, we’ll also consider the many milestones you’ll experience. Weddings, births, graduations, promotions, family vacations, buying a new home and leaving a legacy should all be included in your long-term plan, as should the other, less predictable “detours” on the path to long-term success too – divorce, becoming a widow and retirement to name a few.

We know that your life, your goals, your dreams are yours alone, and we’re proud to be by your side as you work toward them. We understand there’s not one single mold every woman investor fits into, and we also recognize the realities women investors exclusively face. By working together, you’ll have the comprehensive resources, longstanding support and thoughtful sounding board you need to plan for more – more control, more possibility and more of what matters to you.

Services Include

  • Wealth & Investment Planning
  • Executive Transactions
  • Cashless Stock Option Exercises
  • Hedging and Monetization for Concentrated Equity Positions
  • Planning for IPO Event or Sale of Company
  • Banking & Lending Solutions
  • Financial Planning
  • Income Protection
  • Risk Management
  • Tax Planning
  • Education Planning
  • Multi-generational Wealth Transfer
  • Charitable Giving
We’ll help you manage your wealth and continue working toward achieving your financial objectives.

Banking and lending solutions provided by Raymond James Bank. Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.