Inessa Ilina
Senior Vice President, Wealth Management, Financial Advisor at Raymond James
- Role
- Senior Vice President Financial Advisor at Raymond James
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Inessa Ilina
As a financial advisor and senior vice president of wealth management, Inessa feels obligated to help ensure her clients at Ilina-Hanks Wealth Management of Raymond James receive sound advice in order to make informed financial decisions. She is dedicated to helping her clients establish their financial goals and strive to reach them. Inessa aims to be an innovative leader with an out-of-the-box approach to investment strategy and takes ownership of any challenges her clients may face. Deeply caring for all her clients, Inessa considers herself a “people person.” She believes in taking a comprehensive approach when establishing financial plans and works collaboratively with clients to get a better understanding of and deeper knowledge about their financial situation and their lives. After defining what is most important to her clients, Inessa collaboratively formulates strategies suited to their needs, whether they are building wealth, investing for income, solidifying their retirement plan or devising a distribution approach that helps meet their lifestyle and legacy goals.Inessa is well-educated, having earned three bachelor’s degrees: a BS in finance and financial management services, an MS in mechanical engineering and industrial design and a BFA in interior design. She also attended Stanford Business School and earned a professional certification in strategic decision-making and risk management.Areas of Focus:Wealth ManagementPortfolio Management Financial PlanningInvestment Strategy Retirement PlanningFinancial AnalysisCapital Preservation StrategiesStrategic & Tactical PlanningAlliance BuildingBudgeting & Cost Control/SavingsBusiness ManagementRevenue, Margin, & Profit GrowthBusiness Startup & TurnaroundMarketing & Event CoordinationMarket & Trend AnalysisBusiness DevelopmentSales Leadership
Experience
Senior Vice President Financial Advisor
Feb 2024 — Present · San Francisco, CA, US
As a financial advisor and senior vice president of wealth management, Inessa feels obligated to help ensure her clients at Ilina-Hanks Wealth Management of Raymond James receive sound advice in order to make informed financial decisions. She is dedicated to helping her clients establish their financial goals and strive to reach them. Inessa aims to be an innovative leader with an out-of-the-box approach to investment strategy and takes ownership of any challenges her clients may face.Deeply caring for all her clients, Inessa considers herself a “people person.” She believes in taking a comprehensive approach when establishing financial plans and works collaboratively with clients to get a better understanding of and deeper knowledge about their financial situation and their lives. After defining what is most important to her clients, Inessa collaboratively formulates strategies suited to their needs, whether they are building wealth, investing for income, solidifying their retirement plan or devising a distribution approach that helps meet their lifestyle and legacy goals.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc, Member New York Stock Exchange/SIPC
Education
Stanford Business School
Professional certification, Strategic Decision and Risk Management Certificate
2012 — 2014
West Valley College
Bachelor's degree, Interior Design
2000 — 2003
Saint Petersburg State University of Finance and Economics
Bachelor of Science (BS), Finance and Financial Management Services
1992 — 1996
Novgorod State University named after Yaroslav-the-Wise (NovSU)
Bachelor of Science (BS), Mechanical engineer/industrial design
1988 — 1993
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