Financial adviser Kimberlee Bouska named to Working Mother’s ‘Top Wealth Advisor Moms’ list

ROCKLIN, CA (November 6, 2018) — 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.

About Addison Avenue Investment Services

Addison Avenue Investment Services was initially launched in 1998 to serve the investment needs of Hewlett-Packard employees. The team at Addison Avenue Investment Services has helped make their credit union investment program the largest in the nation1 with its Financial Advisors managing more than $4.2 billion2 in assets for First Tech’s 620,000+ members. There are 35 advisors operating in 41 First Tech branches across eight states.

About First Tech Federal Credit Union

First Tech Federal Credit Union is a $12+ billion institution headquartered in San Jose, California. It is the nation’s premier credit union serving the world’s leading technology oriented companies and their employees, including HP Inc., Hewlett Packard Enterprise, Microsoft, Agilent, Intel, Cisco, Amazon, Nike, Intuit, Google, and more. First Tech is recognized as the industry catalyst for delivering effortless banking experiences to more than 520,000 members through its 42 branch locations, more than 5,600 CO-OP Shared Branch locations, 30,000 CO-OP Network ATMs, and online platforms. First Tech offers a full range of financial services, including traditional banking, online banking, mortgages, financial planning, various consumer loans, and insurance services. Federally insured by NCUA. Equal Housing Lender. For more information, visit

About Raymond James Financial Services

Raymond James Financial Services, Inc. is a financial services firm supporting more than 4,000 independent financial advisors nationwide. Since 1974, Raymond James Financial Services, Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 7,700 financial advisors serving approximately 3 million client accounts in more than 3,000 locations throughout the United States, Canada and overseas. Total client assets are approximately $750 billion.

About SHOOK Research

*Past performance is not indicative of future results. Individual experiences may vary. As America’s only wealth adviser research organization, SHOOK Research recognizes the most outstanding wealth advisers in the business. The firm’s host of quantitative and qualitative deep due diligence measures includes telephone and in-person meetings. The firm shares its best practices research through conferences and speaking engagements. For more information see


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