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.