For nearly 30 years, Arlene has been working in the financial services industry, acquiring knowledge while dispensing wisdom along the way. As a financial advisor at Wells Fargo Wealth Management and Citibank/Citicorp Investment Services, Arlene earned her clients’ trust with her transparency and creative thinking. Her genuine desire to empower her clients ultimately led her to take the entrepreneurial route in 2015, when she established her own independent wealth management practice with Raymond James Financial Services.
Inspired by her own transition and grateful for the opportunity to work independently under the renowned Raymond James brand, Arlene has adopted a “financial coach philosophy” in her practice. She tailors each client’s individual financial plan according to their experience, investment psychology and risk tolerance; and strives to educate, clarify and review in detail all investment options so that clients feel comfortable with the important investment decisions they are making. Arlene coaches her clients, educating and inspiring them to focus on their financial and life goals, especially during challenging markets and life experiences wherein emotional decisions can compromise the successful outcome of their long-term objectives.
Arlene believes in living life to the fullest and encourages her clients to do the same. She is happily married and a proud spectator of the now-adult lives of her two daughters and stepson. An avid reader, world traveler, wine aficionado, fitness buff, and music and dance enthusiast, Arlene also recently self-published her first book, titled, “Help! Why You Need Somebody (And Not Just Anybody) To Guide You On The Long And Winding Road of Investing,” an inspirational financial guide creatively set to Beatles song titles. She serves on the Executive Board of Girls, Inc., of Greater Miami, an organization dedicated to mentoring and empowering young girls in underprivileged communities and is also on their 150-plus Women Strong Committee, leading the initiative of women in leadership who support and mentor these girls to be strong, smart and bold. Arlene feels most fulfilled when inspiring others. Her passion is making life a richer experience for everyone she meets in every way possible.
Ms. Esquire Facebook Group has Over 10,000 Members Throughout the World
Ms. Esquire has been a great group, and special due to being mostly ladies, which brings a different vibe. Some of the activities we do during our monthly meetings bring the members closer to one another which is great. Also, all members are phenomenal and intelligent business owners, people you want to relate to and be around.
Ms. Esquire has helped my business significantly and has helped me personally as well. In addition to the numerous referrals that are passed back and forth, the connections I have made through Ms. Esquire have developed into long-lasting friendships as well as successful business relationships. Many of my closest friends are also my colleagues who are part of Ms. Esquire. Ms. Esquire has also provided me with valuable information such as scheduling and marketing tips, an opportunity to get headshots, and detailed instructions on creating a virtual business card.
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