Raymond James’ Southeast division director for Raymond James Financial Services (RJFS), Todd Gartrell, announced financial advisor Sloane Fox had joined Raymond James Financial Services (RJFS) – which is the firm’s independent advisor channel.
Fox comes from Merrill Lynch, where she previously managed approximately $125 million in client assets. As founder of Sloane Financial Planning in Tampa, Florida, she is joined by registered client service associate Tracie Bailey. The practice provides personalized financial planning and guidance to clients, including families and individuals, women investors, pre-retirees, and those currently in retirement.
Fox offers over 25 years of financial planning experience, most recently spent 17 years at Merrill Lynch. And she maintains multiple professional designations, including CERTIFIED FINANCIAL PLANNER, Chartered Retirement Planning Counselor, CRPC and Accredited Domestic Partnership Advisor.
A native of Princeton, New Jersey, Fox graduated from Ohio State University (OSU) with a bachelor’s degree in family financial management. And she also holds a master’s degree in financial planning from the University of Georgia.
KEY QUOTES:
“I joined Raymond James to provide advice and guidance to my clients in a way that I see fit to best serve their needs. In addition, the financial planning focus of the firm will allow me to offer more holistic advice and education for my clients, inclusive of estate, tax, insurance, investment, cash flow and debt management guidance. The ability to create detailed financial plans to assist clients in reaching their goals is my top priority.”
– Sloane Fox
