PLENA WEALTH ADVISORS managing wealth with a focus on your future

 

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. At Plena Wealth Advisors of Raymond James Ltd, our team of experienced wealth advisors take a problem-solving approach to address all facets of your financial life, with a focus on your distinctive needs and priorities. From comprehensive wealth planning to cross-border investment services, our wealth advisors strive to provide clarity for the path ahead, ensuring you receive the support you need to achieve your financial goals. Choose Plena Wealth Advisors for comprehensive and personalized wealth management solutions.

Take a moment to hear the latest insights from our team on the current markets and economy by listening here.

CLARK LINTON, CFA®, CRPC® SENIOR WEALTH ADVISOR, PORTFOLIO MANAGER
Clark Linton, CFA®, CRPC®
Senior Wealth Advisor, Portfolio Manager
CRAIG WHITE, CIM®, FCSI® SENIOR WEALTH ADVISOR, PORTFOLIO MANAGER
Craig White, CIM®, FCSI®
Senior Wealth Advisor, Portfolio Manager
JOHN HUGGAN, 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
Derek Williams
Financial Advisor
Tamara Martin
Tamara Martin, CFP®
Financial Planner
CLARKE WHITE, CFP®, CRPC® 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 Assistant
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 Assistant
Josephine Tan
Wealth Advisor Associate

Experienced counsel of Wealth Advisors

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

Meet the team
two-gentlemen-going-over-documents-GettyImages-457978907

A disciplined process

Step by step, we’ll bring together all the fine details of your life into one holistic wealth plan.
Shaking hands with a person in the blurred background GettyImages-177245745

Dynamic portfolios

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

smiling woman

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.

Plena Wealth Advisors: Our Holistic Approach to Wealth Management

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