To make a measureable difference in the lives of those we touch. The Hobart Group at Raymond James, is built on personal relationships that starts with listening intently to the needs of our clients. We provide personalized wealth management services that strive to assist clients in preserving and managing their wealth while managing cash flows, caring for others, and maintaining their lifestyles into retirement. Raymond James is a firm that prides itself in offering all of the capabilities of even the largest of firms, while delivering the personal, intimate services typically found at a boutique firm. We strive to give our clients the comfort of knowing that they are receiving sound advice.Education, Designations & Awards
Kathleen Hobart was one of approximately 800 financial advisors who were selected by their firms to attend the 13th annual Barron’s Women Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at The Breakers in Palm Beach, FL, from December 4th through December 6th, 2019. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Participants attended workshops, led by industry’s most accomplished women advisors that explored current issues ranging from business development ideas through managing high-net-worth accounts and families to portfolio management and retirement planning
The Investment & Wealth Institute (formerly the Investment Management Consultants Association, Inc. or IMCA®) owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM.
The AIF® trademark is registered with the U.S. Patent and Trademark Office under the Center for Fiduciary Studies, a division of Fiduciary 360.
The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
Raymond James is not affiliated with any organizations mentioned.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks ”CIMA®,“ and ”Certified Investment Management Analyst®.“ Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.