Four financial advisors were recognized as Women of Distinction at the 26th annual Raymond James Women’s Symposium, held virtually September 16-18. The awards recognize successful advisors who put clients first, who support the professional growth of other advisors and service associates and who are actively involved in their communities.
The recipients of the 2020 Women of Distinction Award are:
• Danielle Page, CFP®, Raymond James & Associates (RJA, employee advisor model)
• Traci Born, Raymond James Financial Institutions Division (FID, bank and credit union advisor channel)
• Judith McGee, L.H.D., CFP, ChFc – Raymond James Financial Services (RJFS, Independent Contractor Division)
• Christina Chow, CIM, FCSI – Raymond James Ltd. (the firm’s Canadian affiliate)
“The Women of Distinction awards recognize women advisors for being leaders in this noble profession and their community where they live, work and significantly impact,” said Renée Baker, head of Advisor Inclusion Networks at Raymond James. “Danielle, Traci, Judith and Christina are outstanding role models who exemplify our firm’s core values. This annual recognition is one o way to celebrate their efforts and successes in a meaningful way.”
Page serves as managing director and senior vice president, Investments of The Page Group of Raymond James. She is a CERTIFIED FINANCIAL PLANNER™ and an Investment Management Consultant, a designation awarded to those who complete the Raymond James Institute of Investment Management Consulting program. In her role as an advisor, she leads by example, staying knowledgeable and continuing education, as well as providing valuable input to our branch and her peers. In the community, Page is involved in numerous non-profit functions and organizations. Passionate about financial literacy, she also has sponsored a financial education rock band, Funding the Future, that has played at many schools throughout the years to help get more children and teens interested in and educated about finances. Page is also on the board of the Women’s Leadership Alliance, a 501(c)(3) nonprofit organization founded by women financial advisors, with the goal of attracting, developing and engaging more women in the financial advisory profession.
Born, senior financial advisor at Born Investment Group, runs a truly “family focused” practice, with an emphasis on engaging all members of the family, evident in her office set-up, which includes a dedicated children’s playroom, for example. Her business continues to grow. She has also been a guest speaker at local associations and public events, providing educational seminars on various topics including long-term care, investment and estate planning techniques. Born continues to give back to her community, particularly to local veterans through speaking at the American Legion in Ohio and sponsoring the organization’s annual Veterans Day dinner.
McGee serves as Chair/CEO of McGee Wealth Management and RJFS co-branch manager. She is a pioneer for women in the industry, becoming one of the first women in the western United States to receive her CERTIFIED FINANCIAL PLANNER™ certification in 1979. Throughout her long career, she has remained committed to sharing her wisdom and best practices with her fellow financial advisors through mentorship. McGee is a respected national speaker, a columnist for local publications and a published author by Simon and Schuster and Random House. Her topics include personal economics, leadership, and dynamics of families and generations. She is a board member of the Women’s Leadership Alliance and a passionate supporter of her community, serving on multiple local boards and councils.
Chow is a senior vice president and portfolio manager at Eighth Avenue Private Wealth Management of Raymond James, part of Raymond James Ltd.’s Private Client Group. An experienced advisor, she has more than 25 years of experience. Chow is passionate about giving back to the community by working actively to raise funds and awareness to several endeavors. She is deeply involved in various community organizations, with involvement at the board level and co-chairing and co-sponsoring committees and events for multiple organizations. Chow also shares her time and talents through advocating for women and mentorship.
About Raymond James Financial, Inc.
Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,200 financial advisors. Total client assets are $945 billion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at www.raymondjames.com.
The Woman of Distinction Award is designed to recognize a woman advisor that has served as a role-model to other advisors or service associates in her branch or the industry. Through mentoring and coaching, she’s supported the professional growth of women by sharing her experiences, knowledge, ideas and feedback. In addition to these qualities, nominations should also include a woman who is actively involved in her community through volunteer hours, and board participation. Raymond James Executive Council membership is based on prior fiscal year production. Re-qualification is required annually. The rankings/awards mentioned may not be representative of any one client's experience, are not an endorsement, and are not indicative of an advisor's future performance. No fee is paid in exchange for these awards/ratings.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP Logo Flame Design and CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.