Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards

Industry Spotlight > Women in Wealth

Raymond James Honors Five ‘Women of Distinction’ at Event

Your article was successfully shared with the contacts you provided.

Raymond James Financial (RJF) honored five female advisors as part its yearly Women’s Symposium, which took place last week in Orlando, Fla. and drew a crowd of several hundred advisors and guests.

The firm recognized the five Women of Distinction in each of its Private Client Group divisions, or channels, at an awards event—drawing attention to their charitable work and impact as advisors in the business.

The award winners “go the extra mile to make a difference in their clients’ lives, as well as a difference in their communities, and I am proud to recognize them with this award on behalf of Raymond James,” said Michelle Lynch, vice president of the Raymond James Network for Women Advisors, in a statement.

“They are examples of what it means to truly give your all in this serving profession. We thank them for their leadership in their communities, and as women advisors at Raymond James,” Lynch added.

Award Recipients

In the employee division—Raymond James & Associates (RJA)—Tracy Vaughn was recognized for the practice she leads in Crystal River, Fla.

“A consistently top-ranked advisor, Vaughn is very involved in several community organizations that serve children: from the Citrus County Guardian ad Litem program, Voices for Children, Boys & Girls Clubs and the Marion Ballet Theatre to teaching students about finance in Crystal River schools,” according to the firm.

Lois James received the award for her role as an independent advisors affiliated with Raymond James Financial Services (RJFS).

Based in Iowa City, Iowa, James supported the launch of a chapter of the National Association of Women Business Owners in town and was its first president. Also, she has served on an Advisory Board for Calvert mutual funds developing materials for women investors and continues to support the Iowa Women’s Foundation.

The advisor has mentored many women at the University of Iowa who are interested in financial planning, and she is now focused on preparing her son to succeed her in her practice.

Kristina Meyers was honored as a Woman of Distinction in the Raymond James Financial Institutions Division (FID).

Meyers, who is based Fort Collins, Colo., mentors a junior advisor and also runs a self-storage business. She volunteers in the community with organizations such as Be the Match, which advocates for bone marrow donation, and Realities for Children, which serves children who have been abused, neglected or are at risk.

In the Raymond James Investment Advisors Division (IAD), the award was given to Sonja White of Dallas, who began her career in the business in 1981 She founded Fortune Wealth Management, an RIA, in 2011, after having co-run an independent firm for two decades.

She has been an active in the local chapter of the Financial Planning Association in Dallas-Ft. Worth and volunteers for Hunger Busters, which provides meals to children in need, and other groups.

Susan Milburn of Raymond James Limited—the firm’s Canadian affiliate—also was recognized as a Woman of Distinction. Milburn is a member of Raymond James Limited’s executive council and has been with the division for the past 17 years.

She is vice president and branch manager for Raymond James Limited’s Saskatoon office. Her volunteer work includes stints on charitable and for-profit boards—such as provincial crown corporations, a university, a municipal multi-purpose facility, several not-for-profit organizations and a pension plan.

In addition, Milburn has volunteered for the Raymond James Mentor program in Saskatoon and was the first Canadian representative on the Raymond James Women’s Advisory Council.

Raymond James has about 6,900 advisors with roughly $556 billion in client assets in the U.S., Canada and United Kingdom. It plans to release its latest quarterly results after the markets close on Oct. 26.

— Related on ThinkAdvisor:


© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.