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CERTIFIED FINANCIAL PLANNER™

Certified Private Wealth Advisor®
Certified Plan Fiduciary Advisor

Vice President, Investments

KAREN.CHANCY@RAYMONDJAMES.COM

 

While in college, Ms. Chancy worked for her State Representative and Florida’s Comptroller. She completed several programs through The Leadership Institute in Arlington, Virginia and remains politically active.

Upon graduation from Florida State University, Ms. Chancy returned to her hometown of Naples to work for a private financial services firm before moving to Legg Mason Wood Walker, Inc. in 2000. She joined Morgan Keegan & Company, Inc. in 2006.

Raymond James acquired Morgan Keegan in February 2013.

In 2004, Ms. Chancy earned her CERTIFIED FINANCIAL PLANNER™ certification. Ms. Chancy live in Naples, Florida.


 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

WHY WORK WITH A CFP®

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.