FUNDRAISING NEWS | April 29, 2024
Raymond James has welcomed Sloane Fox, a financial advisor previously with Merrill Lynch, to join their independent advisor channel. Fox established Sloane Financial Planning in Tampa. During her tenure at Merrill Lynch, she and her team oversaw roughly $125 million in client assets.
Tracie Bailey, a Registered Client Service Associate, will join Sloane Fox at the newly established Sloane Financial Planning. The firm will cater to a diverse clientele including families, individuals, women investors, and clients who are nearing or have reached retirement.
Fox's career in the financial services sector began in 1997. She initially joined Merrill Lynch in 1999, working out of New York. After a stint at Citigroup Global Markets beginning in 2001, Fox returned to Merrill Lynch in 2007, this time operating out of Tampa. Sloane also earned CFP, CRPC and ADPA designations.
John Washington is the Data Research Analyst at Dakota.
