Raymond James Financial Services, Inc. and Addison Avenue Investment Services, the investment services division of First Tech Federal Credit Union, are pleased to announce that Financial Adviser Kimberlee Bouska was selected as one of the “Top Wealth Advisor Moms,” list by Working Mother Magazine and SHOOK Research.
The ranking considered advisors who are mothers with at least one child living at home and under the age of 18, amongst other criteron. Bouska is a Certified Financial Planner at Addison Avenue Investment Services. She has two children at home and is very active in their school and extracurricular activities. This is the second year in a row that Bouska has received this accolade.
“Kimberlee demonstrates her dedication to her family and her clients on a daily basis,” Addison Avenue Investment Services President and Investment Executive, Scott Jenner said. “As one of our top advisors, it’s no surprise to see her on this list, but I am excited and congratulate her on the dedication to her craft both at work and at home.”
Bouska is passionate about financial planning. She enjoys discussing the individual journey of each client and focuses on providing customized financial plans so that they can concentrate on their family, health and career.
“I treat my clients like they are part of my own family,” Bouska said. “Many of my clients are working parents and it feels good to help them create plans that may enable them to reach their goals and dreams for the future.”
The complete list of the 2018 “Top Wealth Adviser Moms” can be found here.