States covered: AZ, CA, CO, HI, UT
With more than 20 years of financial services and lending experience, Cinnamon Chaney 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 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 started out in 1996 as a private banker with Bank of America, later becoming a financial advisor with the company. In 2005, she joined UBS Financial Services as a banking consultant where she worked with clients until joining Raymond James Bank in 2016.
Originally from Texas, Cinnamon lives in Santa Monica, California. She earned a bachelor’s degree in business administration from California State University in Long Beach, California. In her free time, she enjoys being outdoors hiking, biking, running or playing at the beach and visiting family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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