Vice President, Wealth Management, Raymond James, and Managing Director, M|A Family Capital Partners
BREAKOUT SESSION
TRAILBLAZING WOMEN IN FINANCE: REAL STORIES WITH WEALTH MANAGERS
This session will feature candid conversations with leading female wealth managers who have broken barriers and made significant contributions to the field. Attendees will gain valuable insights on what it’s like to be a female wealth manager, learn about their unique approaches to wealth management, and discover actionable advice for aspiring finance professionals. Don't miss this opportunity to be inspired by the stories of women who are shaping the future of finance.
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Bio
Danyell Munassi, First Vice President of Wealth Management at Raymond James Financial and Managing Director of M|A Family Capital Partners is recognized as one of the top financial professionals in the Tampa Bay area. With more than 23 years of experience in the financial sector she recognizes the importance of Legacy and Tax Planning. Her work with Ultra High Net Worth Investors and Business Owners has led to her being recognized on a national basis for astute tax, exit and comprehensive wealth planning. Danyell maintains significant credentials including AAMS (Accredited Asset Management Specialist), CEPA (Certified Exit Planning Advisor), WMS (Wealth Management Specialist) and was recently awarded the prestigious PWA (Private Wealth Advisor) designation, one of only a handful of individuals from across the country who has been recognized with this credential by the firm. Significant wealth often requires prudent guidance beyond what it typically offered. The astute wealth counsel provided by a Private Wealth Advisor incorporates a wide range of layered financial strategies designed to fully address the complexities of exceptional wealth in a holistic and highly coordinated manner.