Solitaire moved to Scottsdale from Tampa, Florida to join the Weiss Wealth Strategies team in July, 2020. She joined Raymond James in 2010 as a Financial Analyst and later transitioned to the Alternative Investments Group within Global Wealth Solutions. There, she spent seven years working with Raymond James financial advisors, clients, and prospects educating them on the firm’s alternative and structured investments and concentrated equity solutions. She also served as a consultant on high net worth client cases. Prior to joining Raymond James, she worked for one of “The Big Four” accounting firms within internal audit.
She graduated from Florida State University, with honors, receiving a B.A. in both Finance and International Business and minors in Economics and Spanish. She earned an MBA with Honors from the University of South Florida. Solitaire holds the Securities licenses 7 and 66, as well as the Chartered Alternative Investments Analyst (CAIA®) designation.
Solitaire brings to the Weiss Wealth Strategies team an analytical eye and a comprehensive understanding of arguably one of the most complex areas of the investment industry, Alternative and Structured Investments. She’s spent years consulting advisors and clients on private markets, hedge funds, market-linked investments, concentrated equity solutions, and risk management. Her objective has always been to offer a balanced perspective of both the potential benefits and considerations those products can offer. She is excited to bring her passion and expertise to the team and focus exclusively on helping clients achieve their long-term investment objective.
Outside of work, she stays busy as a wife to her husband, Jeff, and mother of two young children, Telaiyah and Elijah. She enjoys volunteering at her children’s school and within the community, spending time with her family, traveling and experiencing new cultures.