Hi there, I’m Annie Vliegenthart. I am a financial advisor with Raymond James specializing in holistic financial planning. I help clients, like you, reach their goals so you can live life to the fullest now and in the future. I understand that no two people or families are alike, so why should financial planning be any different? That’s why I create a custom plan tailored to you that offers flexibility as your needs change over time.
As a CFP® and J.D. I have a diverse background which helps me to provide sound judgment, perspective and expertise to my clients. I work with clients of all backgrounds — whether you’re new to investing, nearing retirement or somewhere in between. I’ll keep you updated along the way through our meetings and provide a detailed outline of your progress to ensure we meet your goals. My mission is to guide your financial voyage through calm and turbulent waters with expertise and experience. Service is incredibly important to me, and that's why I work with a team of talented, dedicated professionals who are always available to ensure our clients needs are met quickly, accurately and efficiently. To meet the team, click here.