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.
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.