Personalized guidance for women investors

Whether you’re a working professional, business owner, widow or a divorcée, it’s no secret that life evolves, bringing with it substantial changes as well as important questions. Balancing your career and the needs of your family also requires a unique approach. Doesn’t it make sense to be as educated and involved as possible when it comes to your finances? We think so.

We understand the challenges women face and how to help you get the answers you need to make decisions about your investments and your estate. To us, each situation presents a challenge and an opportunity to make smart, pragmatic financial decisions. And as your life changes, we’ll be here to help you readjust and move forward with a financial strategy designed to meet your current and future needs.

Through thoughtful guidance, you can rely on us to manage and preserve your hard-earned wealth.

Services Include:

  • Wealth and investment management
  • Banking and lending solutions1
  • Insurance and annuities2
  • Legacy planning
  • Wealth transfer
  • Risk management

1 Lending solutions offered by Raymond James Bank, an affiliate of Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs.

2 Insurance and annuities offered through Raymond James Insurance Group. Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. are affiliated with Raymond James Insurance Group.