Understanding the Challenges Unique to Women

We recognize the importance of empowering women to take charge of their finances – and their futures. Our team's goal is to help you gain confidence in pursuing your goals and planning for the life you want. Building a strong relationship with you and collaborating with you in a space where your opinion and concerns are valued and heard is at the heart of our process.

While all women are unique, many face similar challenges such as time away from careers to care for family, aging parents, the likelihood of marrying later in life, finding yourself suddenly single from a divorce or outliving your spouse. Regardless of the complexities, our team is here not only to guide you make the right financial decisions but also as a source of support at each stage of your life.

Services Include

  • Wealth & Investment Management
  • Banking & Lending Solutions1
  • Insurance & Annuities2
  • Legacy Planning
  • Wealth Transfer
  • Risk Management

    • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

    Reviewing the building blocks of the global food chain

    04/15/2024
    Declining crop prices are helping to alleviate inflationary pressures, notes Pavel Molchanov, Managing Director, Energy Analyst, Equity Research.
    Markets & Investing

    Odds and ends

    04/15/2024
    Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
    Markets & Investing

    CPI inflation and Federal Reserve rates decision: Back to the drawing board?

    04/12/2024
    Chief Economist Eugenio J. Aleman discusses current economic conditions.
    Economy & Policy

    Why the uptick in inflation isn't the start of a new trend

    04/12/2024
    Review the latest Weekly Headings by CIO Larry Adam.
    Markets & Investing

    Take your business skills to the nonprofit sector

    What business leaders should know about the nonprofit sector.
    Business Ownership

    Leveraging a non-occupant co-borrower to buy a home

    For first-time homebuyers, qualifying for a mortgage loan can be a challenge. However, they do have options.
    Family & Lifestyle

    Companies' sustainability goals encourage efficiency

    Companies show that environmental business practices can be good for business.
    Technology & Innovation

    After the Fed pivot: Where are the opportunities?

    04/10/2024
    Senior Investment Strategist Tracey Manzi notes that with a Federal Reserve easing cycle on the horizon, the fixed income markets are relatively attractive.
    Markets & Investing

    Webinar replay - The next level up

    04/08/2024
    Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
    Markets & Investing

    Should I stay (Short-Term) or should I go (Long-Term)?

    04/08/2024
    Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
    Markets & Investing

    Employment shows no signs of letting off

    04/05/2024
    Chief Economist Eugenio J. Aleman discusses current economic conditions.
    Economy & Policy

    The U.S. economy keeps dodging obstacles

    04/05/2024
    Review the latest Weekly Headings by CIO Larry Adam.
    Markets & Investing

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    Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

    Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

    Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Goodrich Wealth Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.

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