Cinnamon specializes in working with high-net-worth and ultra-high-net-worth individuals and families. Trained as a private banker, she understands 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 and how those aspirations fit into their overall wealth management plan. Then she works to implement an appropriate solution. Cinnamon provides a variety of tailored solutions, including securities based lines of credit, margin loans, mortgages and cash solutions, to help meet the needs of individuals and families.
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 help 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.
Cinnamon began her career as a private banker with Bank of America, later becoming a financial advisor with the company. She later joined UBS Financial Services as a banking consultant, where she worked with clients until joining Raymond James Bank in 2016.
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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