Strategic insight and tactical support for foundations

A tailored approach to addressing your organization’s needs

To navigate the complexities of an endowment or foundation, it helps to have a financial guide with the knowledge and resources to support your mission. At Tailored Financial Strategies, we partner with consultants from across Raymond James in serving the unique needs of institutions, bringing our best thinking to each challenge. We take the utmost care in the selection and ongoing analysis and review of your investments – it’s all in service to pursuing your financial objectives.


Kennie Signature

Certified Investment Management AnalystSM
Certified Divorce Financial Analyst®
Vice President, Investments