Elyse Loeser
Associate Vice President, Investments at Raymond James
- Role
- Associate Vice President, Investments at Raymond James
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About Elyse Loeser
At the Fenneman Moore Financial Group of Raymond James, the financial well-being of the…
Experience
Associate Vice President, Investments
Apr 2021 — Present
My role as a financial advisor is to help my clients achieve financial independence for the future they envision. As an advisor, I work with clients to design a customized plan based on a foundation of professional integrity, personal attention, and knowledgeable investment advice.We believe that in order to help our clients achieve financial security and success in the future we first need to know our clients on a personal level. We need to gain an understanding of both their current situation and long-term goals. Once we obtain a good understanding of both our clients\' current situation and desired future, and after a thorough financial analysis, we collaborate with our clients to design a plan to help reach their goals. Over time we monitor the selected portfolio investments, the ever-changing economic environment, and the evolving needs of our clients. We make adjustments as needed to help our clients continue to make progress toward their goals.
Education
DePauw University
Bachelor of Arts (B.A.), Communication
2005 — 2009
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