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.
SmartVestor is an advertising and referral service for investing professionals (“SmartVestor Pros”) operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). Pursuant to an arrangement between Ramsey Solutions, Raymond James Financial Services Advisors, Inc. (“RJFSA”) and your advisor, your advisor pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website, and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in your advisor's Pros geographic region. Ramsey Solutions is not a current client of Raymond James, and therefore this is an endorsement under the Advisers Act. RJFSA and its affiliates (collectively, “Raymond James”) do not endorse and are not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of Raymond James. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of Raymond James, except in connection with providing your contact information to your advisor.