Arlene Alvarez

Arelene A. copy

Raymond James 

President, EWM Financial

For  nearly 30  years, Arlene  has been  working in  the financial services industry, acquiring knowledge while dispensing invaluable wisdom along  the way. As a Financial  Advisor at  Wells  Fargo  Wealth  Management and prior  to  that, Citibank/Citicorp Investment Services, Arlene  earned  her clients’ trust  with  her transparency and creative  thinking. Her  genuine desire to  empower her clients ultimately led her to take the entrepreneurial route in 2015  when she established her own Independent Wealth Management Practice with  Raymond James Financial Services.

 

Inspired by  her   own transition and  grateful for  the opportunity to work independently under the renowned Raymond James brand, Arlene has adapted a “financial coach philosophy” in  her   practice. She   tailors   each client’s individual financial plan according to their experience, investment psychology and  risk tolerance; and strives  to educate, clarify  and review  in detail  all investment options so that clients feel comfortable with the important investment decisions they are making. Arlene also sets  up a schedule of  frequent  contacts in order to ensure that clients remain  focused  on their financial and life goals versus making emotional decisions that may compromise the successful outcome  of  their long-term objectives.

 

Arlene believes in living life to the fullest and encourages her  clients to do the same. She  is happily married and ver y  involved in  the lives  of  her   two daughters  and stepson (ages  21,  19  and 16,  respectively).  An  avid reader,  world traveler, wine aficionado,  fitness   buff, and  music and  dance  enthusiast,  Arlene  is  also  in the process of  self-publishing her   first  book. She  has obtained her   Certified Divorce  Coach  Certification to better represent  the topic of  her   book which focuses on empowering women. As  a member of  the  United Way Women’s Leadership Council, the Commonwealth Institute of South Florida, and the South Florida Women’s Wine  Society, Arlene is committed to giving back to her community and  connecting with  likeminded  female professionals. She   is happiest when inspiring   others and  purposefully maximizing her   roles   as a mother, wife, financial advisor, author and  life  coach — always dedicated to making life a richer experience.