Brenda L. D'Arville

Brenda joined Raymond James in 2011 after spending 14 years as a financial advisor with Morgan Stanley Smith Barney. Prior to that, she served her local area for over 20 years as a tax accountant and an accredited tax advisor. Brenda received her undergraduate degree in accounting and business administration and later her Master of Accounting degree in taxation from the University of Florida.

Her work with small businesses and her extensive experience with attorneys concentrated on estate and trust services, as well as financial planning, have given her a unique perspective when servicing professional needs. She spent many hours directing the structure of retirement plans, corporate acquisitions and corporate liquidation plans.

Brenda also worked closely with not-for-profit charitable organizations and is familiar with their unique compliance requirements. In fact, she has served as director for several local not-for-profit organizations and as a director for the Dunnellon Chamber of Commerce. She currently serves as chair for the City of Dunnellon Planning Commission.

A large part of Brenda’s former tax practice included retired clientele with complex investment portfolios. She felt many of her clients’ portfolios were not properly structured with respect to asset allocation, diversification and risk reduction, and that she could be more effective in guiding portfolio management as a financial advisor than working as a tax accountant.

Brenda employs a conservative, long-term investment philosophy and feels that her qualifications promote a true understanding for servicing the financial needs and concerns of investors.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Raymond James is not affiliated with and does not endorse the above organizations.