MANAGING WEALTH with a focus on your future

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Your goals and passions are personal, and the complexities you face are anything but commonplace. You deserve comprehensive wealth management strategies to support you in making your distinct vision a reality. That’s what you’ll discover at Plena Wealth Advisors of Raymond James Ltd. Our experienced team strives to view your needs from your perspective, taking a problem-solving approach to addressing all facets of your financial life. Whether you seek holistic wealth planning or cross-border investment services, we can provide clarity for the path ahead.

 

Clark Linton, CFA®, CRPC®
Senior Wealth Advisor, Portfolio Manager
Craig White, CIM®, FCSI®
Senior Wealth Advisor, Portfolio Manager
John Huggan, CIM®, FCSI®
Senior Wealth Advisor, Portfolio Manager
Jay Snyder
Jay Snyder, CIM®
Senior Wealth Advisor/Portfolio Manager
Derek Williams
Financial Advisor
Tamara Martin
Tamara Martin, CFP®
Financial Planner
Clarke White, CFP®, CRPC®
Financial Planner
Yaeji Kim
YaeJi Kim
Client Service Specialist
Alexander Slade
Alex Slade, CIM®
Associate Financial Advisor / Associate Portfolio Manager
Sherri Johnson
Wealth Advisor Associate
Larissa Grierson
Larissa Grierson, CIM®
Wealth Advisor Associate
Rita Walker
Rita Leah Walker
Wealth Advisor Associate
Ellen Mcdonald
Ellen McDonald
Wealth Advisor Associate
Josephine Tan
Wealth Advisor Associate

Experienced counsel Tailored to your life.

In pursuit of your financial well-being, we integrate many disciplines and consider many angles. As your wealth planning team for life, we will collaborate with you and your other professional advisors in building personalized strategies designed around your objectives.

Meet the team
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A disciplined process

Step by step, we’ll bring together all the fine details of your life into one holistic wealth plan.
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Dynamic portfolios

Our team is here to support you in navigating the ups and downs of the markets.

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Informative resources

We believe an informed client is an empowered client, so we equip you with relevant insights.

A specialty in cross-border wealth management

Handling the complexities of cross-border wealth management is a specialty of our team. Whether you’re moving to Canada or hold assets in the United States, we can help you carefully and thoughtfully plan for your financial future.
hol • is • tic (latin: ple • na) – characterized by comprehension of the parts of something as intimately interconnected and explicable only by reference to the whole