With more than 45 years of financial industry experience, Jeanie has the perspective, knowledge and insight to guide clients through every type of market environment and financial situation, no matter the complexity. She devotes considerable time to market analysis and strategy, identifying and implementing investment strategies designed to address her clients’ needs throughout their financial journey.
Empathetic and caring, Jeanie makes it her personal mission to really look out for her clients. “I only want what is best for them,” Jeanie says. “In addition to being their financial advisor, I often find myself serving as an advocate or family counselor.”
Jeanie’s Jacksonville roots run deep. It’s where she was born and raised and has worked her entire career. As a result, she serves many families in the area, as well as across the country, where they have family connections. She has built many long-standing client relationships and often serves two or even three generations of their families. “Most of my clients are affluent families that want to teach their children and grandchildren the value and responsibility of wealth,” Jeanie says.
She customizes clients’ financial plans and investment strategies to their goals, needs and preferences and devotes considerable attention to each individual situation. She helps them with retirement planning, charitable giving strategies, estate planning, building a generational legacy and any essential matter related to their financial health.
Jeanie has attained the prestigious Certified Financial Planner™ certification, one of the most respected financial planning credentials and the recognized standard of excellence in personal financial planning. She was named one of Forbes Best-In-State Wealth Advisors for 2022* and Forbes America’s Top Women Wealth Advisors Best-In-State for 2020, 2021 and 2022.**
Jeanie is also a Certified Divorce Financial Analyst® who understands the financial complexities that those going through a divorce may encounter, and she empowers them to make well-informed decisions throughout the process.
Her success is not something Jeanie takes lightly. “I am proud of coming from a family without much money, having parents that did not have a college education,” Jeanie says. “They encouraged me to work hard and be financially responsible. I have saved money from an early age and started working in financial services at age 21. I loved the problem-solving and challenges of the markets and dedicated myself to working long hours and learning everything I could.” After a distinguished career spanning more than four decades, Jeanie now enjoys seeing her sons succeed in life and building beautiful families of their own.
Jeanie moved to Raymond James in April 2022, drawn by the firm’s family feel and its culture of putting clients first. Previously, she was a senior vice president of wealth management and a senior portfolio manager at UBS, and a vice president and wealth management advisor at Merrill Lynch. She is a graduate of the University of North Florida, where she earned a bachelor’s degree in finance.
Active in the community, Jeanie is a member of the Rotary Club of Jacksonville, where she serves as secretary and has received recognition as a Paul Harris Fellow for her contributions to the organization. She also serves as a trustee for the JAX Chamber.
Jeanie loves living here in her hometown of Jacksonville. She and her husband, Steve, have been married for almost five decades and have two sons, Michael and David. One of her favorite leisure activities is spending time on the beach with her three grandchildren collecting shark teeth. She and her husband have also remodeled more than a dozen homes and rental properties, an activity she finds fulfilling and energizing.
P.S. Personally speaking
Q. What is your favorite kind of trip? I enjoy visiting places with diverse cultural and art histories. Understanding how people lived in ancient Rome or Pompeii and imagining everyday life in different cultures interests me. Why? As a child, I would sit for hours reading and looking at National Geographic magazine. The photography was and is amazing.
Q. What are your must-have travel items? Comfortable shoes and a map
Q. How do you spend your time outside the office? Growing up around the ocean, I have always been drawn to the beach. Exploring and looking for shark teeth is a relaxing way for me to spend time with my grandchildren. I also spend a good amount of time volunteering for various projects and committees through the Rotary Club of Jacksonville.
Q. If you weren’t doing what you do today, what other job would you have? I would have loved to go into architecture. My husband and I have renovated more than a dozen houses, and I get to use my creative side in redesigning the space.
Q. What’s the one thing that might surprise others about you? Growing up with a father and three brothers who were all car and racing enthusiasts, I have a little car geek in me.
Q. If you could spend a week anywhere in the world, where would it be? I would pick a location that I haven’t traveled to yet. I am thinking about a cruise on the Nile to see the Egyptian pyramids and ancient tombs.
Q. What’s the one thing you couldn’t live without? My family
Q. How do you define success? Achieving a level of knowledge that is recognized by others as a standard to be emulated
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Certified Divorce Financial Analyst® and CDFA® are trademarks of the Institute for Divorce Financial Analysts™ (IDFA) in the U.S. and/or other countries. The designation of Certified Divorce Financial Analyst® is awarded by IDFA to individuals who successfully complete the training and test requirements set by IDFA.
*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 advisors nominated by their firms, 4,000 received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. For more information, please visit https://www.forbes.com/best-in-state-wealth-advisors.
**The Forbes ranking of America’s Top Women Advisors was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: wealth advisors with a minimum of seven years of experience, client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Research summary (As of February 2022): 34,500 nominations were received based on thresholds, and 18,465 advisors were invited to complete the online survey. 13,549 advisors were interviewed by telephone, 2,610 advisors were interviewed in person at an advisor’s location, 1,203 were advisor web-based interviews, and 1,377 women won. SHOOK Research’s findings and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement and may not be representative of individual clients’ experience.
Raymond James is not affiliated with the above organizations and/or charitable causes.