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Camille York Adrien, CFP®, CEPA®, CDFA®, AAMS® shared thisMore States Require Personal Finance Courses as Financial Literacy Lags | PLANADVISERMore States Require Personal Finance Courses as Financial Literacy Lags | PLANADVISER
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Camille York Adrien, CFP®, CEPA®, CDFA®, AAMS® shared thisThe resurgence of the Iran conflict could test the market's resilience, even as corporate fundamentals remain strong. Raymond James Chief Investment Officer Larry Adam examines the dynamics at play in the latest Weekly Headings.
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Camille York Adrien, CFP®, CEPA®, CDFA®, AAMS® shared thisSee CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.
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Camille York Adrien, CFP®, CEPA®, CDFA®, AAMS® shared thisWhen insight into all you've built meets expertise, a financial plan becomes a path forward. That's the power of personal.
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Camille York Adrien, CFP®, CEPA®, CDFA®, AAMS® shared thisFor business owners, the right questions can turn your CPA into a more strategic partner. Explore how a stronger dialogue can reveal opportunities and reduce surprises:
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Camille York Adrien, CFP®, CEPA®, CDFA®, AAMS® shared thisSofter inflation data and strong early earnings have supported investor sentiment, but ongoing geopolitical risks remain. Raymond James Chief Investment Officer Larry Adam explores what it could mean for markets moving forward.Inflation data, early earnings and geopolitics shape the market outlookInflation data, early earnings and geopolitics shape the market outlook
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Camille York Adrien, CFP®, CEPA®, CDFA®, AAMS® shared thisSee CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.
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Camille York Adrien, CFP®, CEPA®, CDFA®, AAMS® shared thisWhen expertise comes from a professional who cares about you, a financial plan becomes a path forward. That's the power of personal.
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Camille York Adrien, CFP®, CEPA®, CDFA®, AAMS® shared thisRetirement offers the freedom to focus on what helps you feel strong, calm and connected. Discover five practical ideas to help you thrive in this new phase of life:
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Camille York Adrien, CFP®, CEPA®, CDFA®, AAMS® reacted on thisCamille York Adrien, CFP®, CEPA®, CDFA®, AAMS® reacted on thisI am honored to have been selected for the Leadership Tampa Class of 2027. Helping families plan for the future is central to my work. Leadership Tampa gives me the opportunity to widen that lens and better understand the institutions, industries and civic issues shaping the future of the region we call home. I am grateful to join an accomplished group of leaders from across Tampa Bay. I look forward to learning from their perspectives, challenging my own and finding new ways to contribute to a community that has given my family and me so much. Thank you to the Tampa Bay Chamber for this opportunity, and to the Tampa Bay Business Journal for sharing the announcement. Congratulations to the entire Class of 2027. I look forward to the year ahead. #LeadershipTampa #LT27 #TampaBay #CommunityLeadership
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Camille York Adrien, CFP®, CEPA®, CDFA®, AAMS® reacted on thisCamille York Adrien, CFP®, CEPA®, CDFA®, AAMS® reacted on thisJoin me in congratulating Laetitia Boyle on her new role as the Central Division Director for the Raymond James Independent Contractor Division! https://lnkd.in/ek2NG4Rm
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Camille York Adrien, CFP®, CEPA®, CDFA®, AAMS® liked thisCamille York Adrien, CFP®, CEPA®, CDFA®, AAMS® liked thisMayor Welch has consistently demonstrated the experience, deep institutional knowledge, and unwavering community fortitude required to lead our city effectively. Throughout his tenure, he have navigated complex challenges with a steady hand, always prioritizing the well-being and future of our residents. Mayor Welch's commitment to transparency, sustainable growth, and inclusive leadership makes him the clear choice for continued progress in Saint Petersburg, Pinellas County, and the state of Florida. I strongly encourage us to support his vision and vote for Mayor Welch. #teamwelch Nick T. Tinch Chairman & Managing Partner The Tinch Group
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Camille York Adrien, CFP®, CEPA®, CDFA®, AAMS® liked thisCamille York Adrien, CFP®, CEPA®, CDFA®, AAMS® liked thisI knew Andy Waldbaum, CFP®, CRPS®, AIF®, MBA was popular. I just didn't realize I'd need a deli ticket to get face time with him. Then again, anyone who knows Andy probably isn't surprised. His leadership, energy, and commitment (and that of his entire team) to helping advisors succeed have earned him a lot of fans over the years. Me included.
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Camille York Adrien, CFP®, CEPA®, CDFA®, AAMS® liked thisThank you to Emi Darquea Argüello of WFLA-TV News Channel 8 / WTTA-TV The CW Tampa Bay for having the very important conversation about the post-conviction process in capital cases: I am reminded that although finality of the process is important, so is fundamental fairness. For context, innocent people sentenced to death have spent, on average, 13 years on death row before their exonerations. Some individuals have spent more than 40 years fighting to prove their innocence. (source: Death Penalty Information Center). Full story link in comments.
Experience & Education
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Raymond James
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Series 66
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Series 7
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Series 6
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Organizations
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Delta Sigma Theta Sorority, Inc.
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- PresentCampus Outreach Chair (2012-2013) Assistant Financial Secretary (2017-2018) Financial Secretary (2018-2020)
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Here’s a chance to get an inside view of real digital transformation – the process and the outcomes – on a large scale. In this recent episode of Wealth Tech Today, Cetera’s Head of Digital Solutions unpacks the firm’s strategic approach to technology. He discusses how they’re integrating tools like Jump AI for automated note-taking and syncing across platforms like Salesforce Agent Force, Amazon Bedrock, and Snowflake. But this isn’t just a tech story. It’s about people. Cetera is pairing innovation with intentional change management, ensuring that new tools actually stick and drive results. They’re turning data into a product, processes into growth engines, and partnerships into true performance multipliers. And its 12,000+ advisors are seeing big results. Link to the full conversation in the comments.
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CFG Mktg (demo)
As the U.S. nears its 250th birthday, one legacy stands out: the U.S. dollar’s rise to the center of the global financial system. In Cetera Investment Management Team’s latest commentary, they explore that despite renewed scrutiny, history suggests the dollar’s dominance rests on deep structural strengths—making a sudden dethroning of “King Dollar” unlikely. https://lnkd.in/gj_3asEU
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