Lydia L. Ruppenthal,

AAMS Financial Advisor

In January 2023, Lydia Ruppenthal, AAMS joined the Raymond James Timonium, MD branch as a full-service licensed Financial Advisor. Lydia has three years of experience in the financial industry and has gained a great deal of knowledge about the industry by observing her late father, who was a financial advisor for over 30 years. She previously lived in Tyler, TX where she was working closely with a CFP® for two years and is currently pursuing the CFP® designation, herself. Originally from Raleigh, NC, Lydia and her husband, Mike, live in Towson and have two dogs. Lydia is a graduate of Southeastern University, where she earned a bachelor's degree in finance. Her favorite leisurely pursuits include volleyball and watching Mike coach the Towson University Tigers baseball team.

Her team’s Wealth Management services include (as needed) portfolio construction, impact investing strategies, asset allocation, trust services, insurance and annuities, succession/estate planning strategies, access to lending, and cash management. She believes this structure helps her clients have more confidence in goal achievement and alleviates the stress from inevitable market fluctuations. The ongoing growth of our team allows us to evolve and address the changing needs of our clients and the complex solutions that their situations demand.

Having a full grasp of the modern financial tools available here at Raymond James, her focus is to give clients a world-class experience unlike any other. She strives to provide outstanding customer service and to go above and beyond their expectations to best serve clients to help them achieve their financial goals. She is excited to help you on this journey.

 

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