“7 Habits of Financially Successful People” is a money presentation outlining easily digestible, actionable steps to build a solid financial foundation and future. Topics include investing for retirement, personal finance tips for business owners/entrepreneurs/contractors, choices for retirement accounts at previous employers, strategies for creating money buckets, and how to use resources to your advantage.
Event duration: one hour and 45 minutes +15 minutes of Q&A.
**This event is free of charge**
Ava Elkins, AAMS®
Financial Advisor
Investment Management Consultant
Perceptive communication skills, a keen ability to identify needs, and talent for creating strategies defines Ava. This provides a solid foundation for her role of financial advisor, educator, public speaker and financial resource. As a knowledgeable partner who acts in a fiduciary manner with advisory accounts, she creates customized and detailed financial plans designed to help build, grow and maintain wealth.Ava is the three-time recipient of the Raymond James Achievers Club Award* in 2022, 2023 and 2024, which signifies achieving rigorous benchmarks in serving clients. Additionally, her career journey was featured in the March 2023 publication of Aspire Magazine, which can be viewed at aspiretogreater.com.
In 2023, Ava was recognized by Investment News as a recipient of the Rising Star Advisor of the Year Award.** This honor is part of their Women to Watch Awards and spotlights female financial advisors who advance the industry by providing advice through their leadership, passion, creativity and willingness to help others along the way. Ava holds the Series 7, Series 66 and insurance financial licenses, along with the Accredited Asset Management Specialists℠ designation through the College for Financial Planning. Ava earned the Investment Management Consultant title through Raymond James. The Investment Management Consultant title is awarded to those who complete the Raymond James Institute for Investment Management Consulting program.
Her specialty is delivering customized public speaking presentations, especially for business owner audiences. Ava resides in St. Petersburg, Florida, near Raymond James Headquarters, while serving families in all states.
.png)