With nearly a decade of experience at Raymond James, Reagan brings a deep understanding of the financial services industry and a passion for helping clients achieve their goals and build a lasting legacy.
Reagan partners with individuals and families to create personalized strategies that support their long-term financial well-being. From first-time investors to high-net-worth individuals, Reagan ensures every client understands not just their investments, but the purpose behind them.
Reagan began her career interning at Raymond James while earning her Bachelor’s degree in Business and Marketing from Florida State University. Since then, she has held several impactful roles across the firm, including as a Marketing Consultant and as a Portfolio Consultant in Asset Management Services (AMS), where she provided investment guidance and technical analysis to advisors and their clients. Reagan holds her Series 7 and Series 66 licenses.
Reagan also spent time as a Practice Management Consultant, specializing in the Private Wealth space where she became intimately familiar with the people, tools and resources across the firm to support high net worth clients with their complex and diverse needs. These varied roles across the firm have shaped her client-centric philosophy—Reagan is committed to building meaningful relationships and delivering thoughtful, strategic advice tailored to each client’s unique needs.
Reagan is a proud supporter of Special Olympics Florida, raising awareness and funds to provide sport and a community to those with intellectual disabilities, and serves on the planning committee for their annual Taste of Tampa Bay fundraising event. Reagan also serves as Co-Chair for Raymond James’ Emerging Professionals Network, a community dedicated to fostering growth and shaping the careers of more than 1,400 associates and future leaders. She is also a member of the Tampa Connection; a nonprofit organization whose mission is to provide local business professionals with the necessary tools to become active leaders and volunteers in the Tampa Bay Community.
As a Florida Native, Reagan enjoys spending time outdoors and on the water with family, friends, and her golden retriever, Wilson. Engaged to a former professional golfer and a Gator, Reagan loves to spend weekends keeping up with PGA events and some friendly competition during college football season (Go Noles!).
Reagan welcomes the opportunity to help you navigate your financial journey with confidence and clarity.