Angela Bourgeois is an Investment Portfolio Associate for Transitions Wealth Management of Raymond James. She is licensed to conduct securities business and fee-based investment work. She is fully trained to process portfolio changes, trades, reallocations and administrative tasks. She’s very happy to be bringing her vision, engagement, and collaboration to the Transitions Wealth Management team.
“Your work is going to fill a large part of your life, and the only way to be truly satisfied is to do what you believe is great work. And the only way to do great work is to love what you do.” – Steve Jobs
Angela has spent more than 22 years in the financial services industry, gaining experience in areas such as back-office brokerage operations, compliance, branch administration management and client service. Starting in a role at a small broker-dealer taking trade orders, her career roles have always focused on client service. Even before starting in financial services, her previous jobs all involved service and the care of others. She finds joy in helping clients plan for and tackle the expected and unexpected events in their lives.
While helping clients is her primary job function by day, Angela’s favorite job is also her most challenging - being Mom to her daughter. Angela enjoys parenting and the hard work it requires to blend joy, love, and determination in shaping their lives and her daughter’s learning and future. Angela adores walking alongside her daughter and catching glimpses of the world through her eyes. Angela hopes that by leading with love she can inspire her daughter to go further than she could have ever dreamed possible.
Angela proudly earned a Bachelor of Science degree from the University of Michigan and also holds the AIF® designation. “Go Blue!”
