Diane K. Fisher, Crpc(R), Adpa(R) Email & Phone Number

Diane applies more than 3 decades of experience as a Wealth Manager. She believes that the path to financial success is led by good judgment formed by experience, patience, and discipline. As a Wealth Manager, Diane is dedicated to helping clients meet their financial objectives. Her goal is to develop and build long-term relationships based on mutual respect and trust. Her desire is to provide clients sound financial advice and value-added service. As a Chartered Retirement Planning Counselor (CRPC) , Diane has in-depth knowledge of the needs that individuals face both before and after retirement, and engages in retirement planning for a variety of important issues, such as sources of retirement income, rollover of employer-sponsored retirement plans, tax planning, retirement cash flow, asset management and estate planning. Diane is one of a few wealth managers in the State of Connecticut who is certified as an Accredited Domestic Partnership Advisor (ADPA). This enables Diane to plan for the needs of the LGBT Community along with heterosexual couples who have decided not to marry. Before joining Raymond James in April 2015, Diane held Vice President positions at A.G. Edwards Inc. which eventually became Wells Fargo Advisors. She earned a bachelor’s degree in education from Boston University Wheelock College of Education and Human Development. Originally from West Hartford, Diane lives in Farmington. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your localRaymond James office for information and availability. "Raymond James & Associates, Inc., member New York Stock Exchange/SIPC". Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

Listed skills include Investments, Financial Advisory, Securities, Retirement Planning, and 6 others.