Sloane Fox, who managed $125 million in client assets at Merrill Lynch through her practice, Sloane Financial Planning in Tampa, Fla., has joined Raymond James Financial Services.
She is joined by registered client service associate Tracie Bailey in the practice, which provides personalized financial planning and guidance to families and individuals, women investors, pre-retirees and those in retirement.
Fox has more than 25 years of financial planning experience and spent the last 17 years at Merrill Lynch. Her professional designations include Certified Financial Planner, Chartered Retirement Planning Counselor and Accredited Domestic Partnership Advisor.
Raymond James Financial Services Inc. is a financial services firm supporting independent financial advisors nationwide.
