Vana Cristina Koutsomitis is a dedicated wealth manager focused on helping entrepreneurs, executives and investors navigate their financial journeys with confidence. With a strong background in wealth management and a deep appreciation for the complexities of growing and preserving wealth, she works closely with clients to develop personalized strategies that align with their goals.
Before joining Raymond James, Vana built a diverse career at the intersection of finance, entrepreneurship and technology. She has worked with companies in fintech, AI and alternative investments, giving her a well-rounded perspective on both traditional and emerging financial opportunities. Her approach is centered on building long-term relationships and providing thoughtful, strategic guidance tailored to each client’s unique needs.
Vana holds a degree from Cornell University and an MBA from Oxford’s Saïd Business School. She speaks multiple languages, including Spanish, Portuguese, Greek, French, Mandarin and English, which allows her to connect with a broad range of clients with international financial needs.
Passionate about financial empowerment and education, Vana takes pride in helping clients make informed decisions that are designed to create stability, opportunity and long-term success.
Alternative investment strategies involve greater risks and are not appropriate for all investors.
