Raymond James’ Florida regional director for RJA, Tim Killgoar, has welcomed financial advisor Lynette Ancona, MBA, CFP, CWS, to Raymond James & Associates (RJA), the firm’s employee advisor channel, in Winter Park, Florida. As senior vice president of wealth management, Ancona heads up Raymond James’ Ancona Wealth Management and is joined by client service associate Stephanie Gisler, MBA.
Together, they offer comprehensive financial planning and wealth management services to clients. Ancona comes from Charles Schwab, where she managed over $750 million in client assets.
Ancona started her career in financial services in 1993 as an advanced marketing consultant before becoming a financial advisor with UBS in 2000 when she relocated to Orlando, Florida. And she later served as an advisor for nearly three years at Banc of America Investment Services and over 14 years at Charles Schwab.
Ancona earned her bachelor’s degree from Pennsylvania State University and an MBA in Finance from Hofstra University. Her focus on continued education is reflected in her designations as an Accredited Asset Management Specialist, Certified Financial Planner professional, and Certified Wealth Strategist.
KEY QUOTE:
“For nearly three decades, I have served as a sounding board, trusted guide, and professional partner that my clients depend on to make informed financial decisions in a rapidly changing world. Backed by Raymond James’ client-first, people-centric culture, I am empowered to live out my core values and personal philosophy by truly focusing on my relationships while offering quality investments, technology, research and planning tools to meet client’s needs.”
- Lynette Ancona
