Raymond James Financial Services – Heather Stiles

Specialties

Our wealth management services assist successful families and business owners preserve their wealth and enjoy retirement. We provide financial services and retirement planning for families and business professionals throughout the Monterey Bay, San Francisco Bay and Silicon Valley areas.

History

Established in 1960.

In 1962, Bob James set out to build a different kind of financial services firm — one that put people, planning and principles first. And now, as we celebrate our 50^th anniversary, Bob’s different kind of firm is one of the leading independent financial services companies in the United States.

Raymond James has grown to become a well-​respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.

Experts from our branch of Raymond James Financial Services have been providing professional financial services to affluent clients in the Santa Cruz and San Francisco Bay area for more than 30 years.

Meet the Business Owner

Heather S.

Business Owner

In 1981 Heather Stiles chose investment planning as a life path to protect her family’s financial well-​being. In 1995 she completed the College for Financial Planning Professional Education Program, a two and half-​year course of advanced study to enhance her expertise in wealth management.

In 2011 Heather became one of the first Chartered Retirement Planning Counselors in the Santa Cruz/​Monterey Bay area. The College for Financial Planning CRPC Program focuses on the pre– and post-​retirement needs of individuals, transforming the retirement planning process into a positive experience. The program guides the retirement process from start to finish, addressing issues such estate planning and asset management.

In her «spare time» Heather runs to keep fit, she also chases after her young son as he learns to ride a bike and play soccer. Member of a local writers group, Heather has written and published short stories and flash fiction. She contributes to local philanthropic organizations