FINDING BEST-FIT STRATEGIES FOR YOUR UNIQUE GOALS

With more than 20 years of financial services and lending experience, Cinnamon has spent the majority of those decades working with high-net-worth and ultra-high-net-worth individuals and families. Trained as a private banker, she learned early in her career how important it is to provide the right experience for each unique client.

As a banking consultant with Raymond James Bank, Cinnamon focuses on understanding her clients’ goals, how those aspirations fit into their overall wealth management plan, and then works to implement the best fit solution for their needs. She has worked across a number of lending platforms which has helped her understand what’s available to clients and what strategies may be the best fit for any given situation. Cinnamon provides a variety of tailored solutions, including securities based lines of credit, margin loans, mortgages, and Capital Access account services, to meet the needs of individuals and families in California, Colorado and Arizona.

Raymond James Bank, a wholly owned subsidiary of Raymond James Financial, was chartered in 1994 to augment the firm’s traditional brokerage services. To accomplish that, the bank offers a variety of innovative, versatile financial solutions to meet just about any lending need. Working closely with your financial advisor, Cinnamon can help you compare various loan options to find the solution that not only fits your needs but also fits seamlessly into your overall financial plan.

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