Through hard work and consistency, Vanessa builds lasting relationships with clients, educating them on their financial situations and helping them work toward their financial goals. She specializes in serving clients who are within five years of retirement or currently in retirement, delivering strategies such as financial planning, tax efficiency and legacy planning. She is positive, responsive, dedicated, consistent and knowledgeable.
At its founding in 1962, Raymond James differentiated itself with a pioneering, personal approach to wealth management. Rather than offering one-size-fits-all investing advice, Raymond James advisors worked closely with their clients to create financial plans tailored to their clients’ lives and long-term goals. Since then, this idea has caught on, and Raymond James has remained at the forefront of personalized wealth planning and client-first finance.
This commitment to clients’ well-being attracted Vanessa to partnering with Raymond James, as she sought to serve her clients’ needs free from interference, while enjoying the support of a major, diversified financial services firm with a track record of operational stability and even-keeled leadership.
Prior to joining Raymond James, she spent 13 years with Edward Jones. Her hobbies include spending time with her daughter, fishing, hiking, camping and enjoying Alaska. Originally from Oregon, she currently lives in Anchorage, Alaska, with her daughter, Phoebe.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.