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.

    The U.S. labor market and what we may see in the second half

    06/09/2023
    Chief Economist Eugenio J. Aleman discusses current economic conditions.
    Economy & Policy

    Fed’s updated economic projections coming at a critical time

    06/09/2023
    Review the latest Weekly Headings by CIO Larry Adam.
    Markets & Investing

    When should you ignore conventional retirement advice?

    In certain cases, taking a less traditional route may be a better financial fit.
    Retirement & Longevity

    4 priceless money lessons for kids

    Financial literacy is a gift that lasts a lifetime.
    Family & Lifestyle

    Should your estate plan address addiction?

    Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision.
    Estate & Giving

    Important individual bond product points

    06/05/2023
    Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
    Markets & Investing

    Debt ceiling: Common sense prevailed

    06/02/2023
    Chief Economist Eugenio J. Aleman discusses current economic conditions.
    Economy & Policy

    Market moves back to focusing on the fundamentals

    06/02/2023
    Review the latest Weekly Headings by CIO Larry Adam.
    Markets & Investing

    Brighten up your estate plan this summer

    Check in with your advisor and review dates to remember this season.
    Estate & Giving

    Outlining market lessons learned as summer starts

    06/01/2023
    Raymond James CIO Larry Adam provides insight and key takeaways on factors impacting the market.
    Markets & Investing

    Conflicting signals add uncertainty to Fed's rate path

    05/31/2023
    Choppiness in the equity market continues as investors look to see a debt limit deal approved.
    Markets & Investing

    Debt ceiling deal – what's in it?

    05/31/2023
    Washington Policy Analyst Ed Mills reviews the proposed agreement and discusses its potential market impacts.
    Economy & Policy

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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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