The Wise Investor Group of Raymond James

The Wise Investor Group of Raymond James delivers holistic financial planning that goes beyond wealth management—offering clients expert guidance on every decision involving a dollar sign. Each client is supported by a dedicated team that builds personalized financial roadmaps and collaborates with CPAs, estate attorneys and other professionals to help achieve their financial future.

Q: What do you love most about doing business in this area? 

A: Ann Summerson: The diversity. I work with clients from all over the country and the world. That cultural richness brings fresh perspectives every day. It’s broadened my worldview and made me a more insightful, well-rounded financial advisor. Building lasting relationships and helping people feel confident about their future is incredibly fulfilling. 

Q: What’s the best advice you’ve received, and how has it helped you?

A: Kristen Kingston: That strength and empathy aren’t mutually exclusive. Leading with conviction while genuinely understanding others is one of the most valuable skills in any industry. It’s not about choosing between being respected and being relatable—you can (and should) be both. And never underestimate the little things. Small tasks can make a big impact. 

Angie Miller: Focus on what you can control. Instead of fixating on external circumstances or others’ actions, I’ve learned to channel my energy into my own responses, choices and attitude. It’s helped me stay grounded, resilient and less overwhelmed—both at work and in life.

Q: Looking back, what career advice would you give yourself at the start of your career?

A: Heather Phelps: Stay adaptable and open to change. Embrace every opportunity to learn something new—even when it feels challenging. That’s often when the most growth happens.

Tamara Burkhalter: Prioritize continuous learning, invest in meaningful relationships and don’t wait for permission to take charge of your career.