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Anna B
CFP®, Series 66
Sheridan, WY
Raymond James Financial
Anna Bailey is a CFP® professional with 12 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. She has worked with firms including Cetera, LPL Financial, and Stifel Nicolaus. Outside of her advisory role, she is the CEO of Forever Sunrise, Inc., overseeing the development of a smartphone application called iXnay. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning and uses analytical tools to support client goals, while maintaining a distinctive municipal advisor affiliation and offering specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.
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