Bonnie leverages her unique background in equities and financial planning when assisting clients. She joined Raymond James as an equity sector specialist in Equity Research’s Advisory Group, where she interpreted and disseminated company research while focusing in energy and discussed individualized equity needs with financial advisors. Bonnie also worked in Financial Planning as a financial planning consultant. She assisted advisors with in-depth questions surrounding Social Security, retirement planning, estate planning and other financial planning areas.
Bonnie earned a Bachelor of Business Administration in finance with a minor in psychology from Stetson University in Deland, Florida. While at Stetson, Bonnie acted as a student analyst, gaining finance and investment experience in the Roland George Investments Program, where she managed $3.2 million in stocks and bonds with other students. Bonnie holds Series 7 and 66 securities licenses, is a Retirement Income Certified Professional®, Chartered Life Underwriter® and a Certified Financial Planner™ professional.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James does not provide tax or accounting services.
Raymond James is not affiliated with any of the companies mentioned.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Raymond James is not affiliated with the above organizations and/or charitable causes.