Raymond James extends Florida reach with $750M advisor
Raymond James is boosting its presence in Central Florida as its employee advisor arm welcomes a seasoned advisor from Charles Schwab as Raymond James & Associates brings on board Lynette Ancona in Winter Park.
An experienced financial advisor armed with 23 years of industry experience, Ancona brings with her a management portfolio exceeding $750 million.
Taking on the role of senior vice president, wealth management, she’s heading up her own eponymous practice, Ancona Wealth Management of Raymond James.
Along with client service associate Stephanie Gisler, Ancona offers a range of financial planning and wealth management services to a cross-section of clientele that includes business owners, high-level executives, and individuals navigating the complexities of retirement.
“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,” she said in a statement.
Ancona began her career in financial services in 1993 as a marketing consultant. Her journey took a significant turn in 2000 when she joined UBS as a financial advisor, coinciding with her relocation to Orlando.
Ancona’s experience includes roles at Banc of America Investment Services and an extensive tenure of more than 14 years at Charles Schwab before making the switch to Raymond James.
Reflecting on her decision to move from Charles Schwab, Ancona highlighted Raymond James’ “client-first, people-centric” culture that lets her “truly [focus] on my relationships while offering quality investments, technology, research and planning tools to meet client’s needs.”
The news of Ancona’s move to RJA comes just a day after another advisor
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