Welcome to our Women Going Beyond Wealth (WGBW) effort led by Financial Advisor Kelley Manning. While all women are unique, many face similar challenges such as time away from careers to care for family or aging parents, the likelihood of marrying later in life or facing divorce or the death of a spouse or partner.

As life changes occur, we’re here to help. Our passion is to serve and educate women on financial, investments and budgeting matters and provide guidance and a plan to help women and their families make sound, solid financial decisions.

Click here to listen to our Women Going Beyond Wealth Podcast Series with Kelley Manning.
Where women are encouraged to live joyfully and challenged to understand, evaluate and embrace building personal wealth.

WGBW Services Include

Wealth & Investment Management

  • Banking & Lending Solutions1
  • Insurance & Annuities2
  • Legacy Planning
  • Wealth Transfer
  • Risk Management

1Lending solutions offered by Raymond James Bank, an affiliate of Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs.

2Insurance and annuities offered through Raymond James Insurance Group. Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. are affiliated with Raymond James Insurance Group. Banking and lending solutions provided by Raymond James Bank, N.A. Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. are affiliated with Raymond James Bank, N.A., a federally chartered national bank.

There’s nothing more rewarding to our advisors than making a real difference in the lives of their clients.