I am passionate about financial knowledge and dedicated to empowering women to take an active role in their financial picture. We all know how easy it can be to delegate financial responsibilities, shy away from money conversations, or feel completely left out of our own financial business.
Knowing where you stand financially is not just important for single and divorced women. I also work with couples who need help collaborating on financial matters. It is so important for both partners to feel heard when it comes to finances.
With women owning more businesses and controlling more personal wealth than ever before, it is more important today that women feel compelled to understand what they have and what they will need to be financially secure in the future.
My hope is to inspire more women to take an active role in their finances through proper financial planning and risk appropriate portfolio management. I seek to ensure that my clients can be the drivers of their financial future, no matter their relationship status and hopefully ease fears of becoming financially dependent on family members should they face a life transition
Passion | Persistence | Perseverance
Around Grosse Pointe … on our boat at Pier Park … volunteering in the classroom at St Paul … or wondering around the home décor section of Target.
The future belongs to those who believe in the beauty of their dreams. -Eleanor Roosevelt
I earned my BA in Economics from Gettysburg College and worked on the asset management distribution side of the industry for many years. In addition to gaining valuable industry knowledge by educating advisors on investment offerings as well as retirement, estate, and education planning strategies for their clients; I had the pleasure of getting to know Melissa Joy and Sherri Stephens through this role.
While taking some time off to raise my young family, I satisfied my entrepreneurial spirit by creating a successful decorating business. It was not until helping my own mother navigate the financial stress of divorce that I realized both the great need for more woman in this industry as well as how much I missed working in finance.
Melissa Joy was a huge support system for me when I joined a local practice working with individual investors in 2016. I’m so thrilled to finally be working alongside Melissa and to be able to share the expertise and resources of Pearl Planning with my clients here in Grosse Pointe.
Away from the office, I enjoy decorating, crafting and spending time with friends and family. I live in Grosse Pointe Farms with my husband, Jay, and our children, Jackie and JP.
Check the background of this firm on
Utilizing an ESG investment strategy may result in investment returns that may be lower or higher than if decisions were based solely on investment considerations.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Unless certain criteria are met, Roth IRA owners must be 59½ or older and have held the IRA for five years before tax-free withdrawals are permitted. Additionally, each converted amount may be subject to its own five-year holding period. Converting a traditional IRA into a Roth IRA has tax implications. Investors should consult a tax advisor before deciding to do a conversion.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for
information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.
Pearl Planning is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Data provided by SHOOKTM Research, LLC as of July 2017. The Working Mother and SHOOK research ranking is based on an algorithm of qualitative and quantitative data. SHOOK Research considered wealth advisers who are mothers with at least one child living at home and under the age of 18 with a minimum 5 years of industry experience. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisers rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research LLC. Neither SHOOK nor Working Mother receives compensation from the advisers or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Working Mother or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.
For more information, see SHOOKresearch.com