Marie Vidal
Senior Vice President, Investments
CERTIFIED FINANCIAL PLANNER™
Marie develops customized investment plans by starting with something very fundamental...listening, "I believe in working closely with my clients, this helps me ensure that their investment and estate plans match their specific goals and circumstances."
Marie became a Financial Advisor in 1975 and to broaden her expertise, earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification in 1979. Marie is an Investment Advisor Representative and Senior Vice President, Investments.
Marie also has a passion for serving her community and is a marquee sponsor of Atlanta's top tennis charity event, the annual Ansley Tennis Charity Pro-Am. This annual event benefits a variety of charitable organizations such as the Susan G. Komen Breast Cancer Foundation and Atlanta Children's Shelter. Marie is also involved in the youth development program called, "Moving in the Spirit".
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.
