Carter Financial Management Shines at the Raymond James Women’s Symposium

by | Dec 4, 2024

Several of our talented team members recently attended the exclusive Raymond James Women’s Symposium, held at the JW Marriott in Tampa, Florida. This annual event is designed specifically for women within Raymond James, providing a platform for connection, empowerment, and professional development.

We are especially proud of Kathy Muldoon, CFP®, who was celebrated as a 30-year Pearl honoree. This milestone recognizes her remarkable three decades of dedication and expertise within the Raymond James network. Joining her at the symposium were Ellenore Knight Baker, CFP®, CEPA®, Deborah L. Hickey, CFP®, and Marnie Nebeker, FPQP™, who all engaged in the inspiring sessions and networking opportunities offered at the event.

The symposium featured sessions on topics such as navigating leadership roles, strengthening client relationships, advancing diversity and inclusion, and leveraging emerging technologies to enhance success. Attendees returned with renewed inspiration and actionable strategies to further their personal and professional growth.

At Carter Financial Management, we are proud to support and celebrate the achievements of our team members within the Raymond James family. The knowledge and connections gained from this event will help us continue delivering exceptional service to our clients and community.
Anna Wood

Anna is a highly experienced Office Administrator who joined Carter Financial Management in 2023. With over 25 years in private equity and commercial real estate, she brings a rich background and wealth of expertise to the team.

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