Julie Singer, CFP®, AAMS®, Financial Advisor, has been appointed to the Raymond James Sustainable Investing Advisory Council. The Council was established in 2018 to enhance the firm’s sustainable investing capabilities and resources made available to the firm’s approximately 8,200 advisors and their clients.
“It is such a tremendous honor to have been asked to serve on the Raymond James Sustainable Investing Advisory Council. As the face of wealth has changed, investors have become more aware of the impact that companies have on our environment and local communities. Raymond James has curated myriad resources and tools which have assisted me in incorporating a values-based approach to my clients’ financial plans. I’m thrilled to collaborate with forward-thinking advisors to help shape meaningful opportunities for our clients and the firm in this increasingly important space.”~ Julie Singer
Singer Wealth Advisory of Raymond James has been an HEC Green Business since 2017 and the firm has been offering sustainable investing as a service for more than five years. Julie’s passion for environmental sustainability and social justice shows through in both her professional and personal lives.
Samantha Trebesch, Vice President of Strategic Initiatives at Raymond James and the Council chair says, “We’re excited to welcome Julie Singer, who brings a wealth of sustainable investing experience with individual investors and a unique perspective rooted in her background in public affairs.”