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.
Linkedin
Facebook
