Raymond James recognizes Lori Pinkowski as 'Woman of Distinction'
The award recognizes successful advisors within the firm who support the professional growth of other advisors and service associates, who manage a successful practice and who are also actively involved in their communities.
“It’s about ethics, determination, motivation and discipline to get to this level in the investment industry. When you always put your clients’ needs first, you will inevitably build a solid foundation for a successful business.” - Lori
Pinkowski-Allen Financial Group is an independent Financial Advisory Group within Raymond James Ltd. We specialize in conservative wealth management, helping you with all your financial needs, with an active approach to investing. Simply put, we believe buy and hold will not work in this market.
We are experts in creating portfolios that can thrive in all market conditions, to give you peace of mind so that you can enjoy life and not worry about the markets. We have the ability to construct investment portfolios using all investments available, including large-cap and small-cap stocks, preferred shares, bonds, hedge funds, income trusts, options, and a variety of managed portfolios collaborating with world class third-party managers.
After a detailed initial meeting where we learn more about you and your family, our team will design, develop, and manage sophisticated investment strategies that are tailored to your specific goals and objectives. We then implement your personalized strategy under our direct management.
We specialize in the four pillars of total wealth management; discretionary portfolio management, financial planning / retirement planning, trading for sophisticated investors and financing small cap companies. Our commitment to regular communication and sound investment advice has helped us build long-term relationships based on trust, integrity, and professionalism.
For more information please contact us.
We are very proud to announce that Lori and Seth have recently achieved Raymond James Global Top 50 of more than 6,700 Financial Advisors worldwide. Congratulations Lori and Seth!
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