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FUNDRAISING NEWS | March 27, 2024

Raymond James Adds Advisor Lynette Ancona

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Raymond James has added financial advisor Lynette Ancona, who was previously affiliated with Charles Schwab.

She brings over $750 million in assets and will operate as Ancona Wealth Management of Raymond James in Winter Park, Florida. Ancona has been in the financial industry since 2001, with prior registrations at UBS and Banc of America Investment Services before her tenure at Charles Schwab. In addition, she holds CFP and CWS designations.

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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