- Securities licenses: Series 7, 66
- Florida Insurance license: Life, Health & Variable Annuity 2-15
- Member: Foundation for Economic Education
- Member: The Heritage Foundation
- Member: National Association of Professional Women
- Member: Kent State University Alumni Association
- Member: Delta Gamma Alumni Association
Prior to joining Raymond James & Associates in 2011, I began my financial services career in 2000 at Morgan Stanley Smith Barney and its predecessor firms, partnering with my husband Al.
In 2017, we moved to Raymond James Financial Services, an independent broker / dealer and wholly-owned subsidiary of Raymond James Financial, to form Ray Behavioral Wealth, PLLC, part of the Winter Park Wealth Group.
Following my 1984 graduation from Kent State University, I began my career in the defense industry at Babcock and Wilcox in information systems.
My current responsibilities include investment portfolio design, research and implementation, as well as portfolio trading for our practice, and the formulation of client Investment Policy Statements.
My interests include almost all sports, coaching youth swimming, and reading. My husband Al and I, our two children and their families, all reside in the Ocala, Florida area.
Raymond James is not affiliated with any of the organizations listed above.
