Leann joined the Wealth Planning team as a wealth strategist in 2019 after spending five years with Raymond James Trust as a vice president and trust officer. Her tenure with the trust company equips her with real-world insights into the intricacies of trust administration and provides firsthand knowledge of unintended complications in legal drafting. She is a licensed attorney in the state of Florida and holds the industry designation of Certified Trust and Financial Advisor (CTFA). Leann has a passion for collaborating with high-net-worth individuals, their families and financial advisors in order to craft efficient and effective estate plans to achieve a broad range of wealth planning goals. Prior to embarking on her fiduciary journey with Raymond James, Leann held a variety of sales and marketing management positions with Harman International, Omnicom Group and Dole Food Company. Leann holds a bachelor’s degree in business from Barry University in Miami, Florida, and a Juris Doctor from Stetson University College of Law in Gulfport, Florida.
Leann spends her spare time studying for a Master of Laws in Taxation (LL.M.) at Villanova University Charles Widger School of Law, practicing yoga, and enjoying the beautiful parks of St. Petersburg with her husband, Mike, and her dog, Mobius.