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Karla Gifford, MBA, CPFA, AAMS®

Vice President, Wealth Management

Karla Gifford, MBA, CPFA, AAMS®, is a Vice President in Wealth Management at Raymond James, where she has built a distinguished career over 30 years. Her expertise lies in personal finance management and wealth accumulation, focusing on providing tailored financial strategies for individuals and families. Gifford is recognized for her commitment to understanding clients' unique goals and delivering insightful counsel to help them thrive financially.12

In addition to her role at Raymond James, Gifford holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA) and Accredited Asset Management Specialist (AAMS®), which reflect her specialized knowledge in fiduciary responsibility and asset management. Her approach emphasizes teamwork and collaboration, ensuring that clients receive comprehensive support in navigating the complexities of wealth management.1

Gifford's professional journey has been marked by a dedication to client advocacy and a deep understanding of market dynamics, making her a valuable resource for those seeking to enhance their financial well-being.12

Highlights

Aug 30 · linkedin

Gas prices are falling ahead of Labor Day Weekend, nearly $0.46/gallon lower than last year. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam.

Aug 29 · linkedin

The number of 401(k) millionaires has reached a new high, thanks to strong market returns and healthy savings rates. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam.

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Karla Gifford, MBA, CPFA, AAMS®
Karla Gifford, MBA, CPFA, AAMS®, photo 1
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Location

Danville, Illinois, United States