Raymond James Financial Services, Inc. and Addison Avenue Investment Services, the investment services division of First Tech Federal Credit Union, announced that Working Mother magazine named Financial Advisors Kimberlee Bouska and Kathy Wills on its 2020 Top Wealth Advisor Moms list. The list recognizes today's most successful mothers working in financial advising across the U.S.
In collaboration with SHOOK Research, Working Mother magazine determines rankings based on a number of factors, including: interviews, surveys, service models, investing process, client retention, industry experience, review of compliance records, firm nominations, as well as assets under management and revenue generated for the recipients' respective firm. Women advisors with children 21 or younger still living at home were eligible.
As a CERTIFIED FINANCIAL PLANNER™ with nearly 20 years of experience, Bouska serves as an Investment Management Consultant at Addison Avenue. Her specialty lies in understanding the uniqueness of each financial journey and developing custom financial plans. Earning recognition from Working Mother magazine for the past three years in a row, Bouska also made the 2020 Forbes Best-in-State Wealth Advisor1 and 2020 Forbes America's Top Women Advisors2 lists.
Joining Addison Avenue in 2012, Wills enjoys connecting with her clients on a personal level. As a Financial Advisor, she empowers them to take charge of their finances and helps them prepare for the future by focusing on retirement planning, investment analysis and risk management.
"Kimberlee Bouska and Kathy Wills are deeply committed to helping individuals and families secure their financial future, and we're thrilled to see the great work they're doing recognized," said Scott Jenner, Addison Avenue President and Investment Executive. "They are excellent examples of our people-before-profits philosophy, always putting the needs of our members first."
View the full list of Working Mothers' 2020 Top Wealth Advisor Moms here.
To reach the advisors at Addison Avenue Investment Services, visit https://www.firsttechfed.com/invest or call 855.744.8585.
Registered address: 1011 Sunset Blvd, Rocklin, CA 95765 | 855.744.8585
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.