Jacksonville, Florida 32224
Linda joined the financial industry in 2014, spending 6 years with Merrill Lynch before finding her forever home at Raymond James in early 2021. A key area of her practice focus is Longevity Planning and Financial Gerontology. Society is entering a brave new world where retirement stereotypes are being shattered - people are living longer which means the need for skilled professionals able to serve the older adult population is more important than ever. Linda helps clients explore how they will author (and finance) their personal retirement narrative. In addition to investment planning, this includes optimizing the incorporation of federal government programs such as Medicare and Social Security as part of that narrative. Linda is originally from Central Pennsylvania and has a Bachelor of Arts degree from the University of Pittsburgh. She has also completed the USC Davis School of Gerontology's Longevity Training Program and holds Series 7 and Series 66 licenses.
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