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4061 Powder Mill Road, Suite 705 • Calverton, MD 20705 • Phone: 301.595.8600 • Toll Free: 877.595.8605

Striving to make
a difference at
every opportunity.

 

Welcome to WISE Women

Established in 2013 by Deb Kelly, WISE Women’s (We’re Informed, Secure, and Empowered! Women) goal is to unite and inspire not only Deb’s clients but also women in the community, so they can be empowered to make better, more knowledgeable decisions for themselves and their families. The group strives to bring women together to connect, build relationships and expand their awareness of topics such as finance, health and nutrition, and more. By providing members with regular commentary and resources as well as opportunities to join in events throughout the year, WISE Women strives to bring members together to celebrate successes, share in collective expertise and enjoy fresh perspectives.

Opportunities for members – and occasionally their “WISE Guys” – to connect and share in joint experiences happen throughout the year. In the past, events have included discussing financial markets and how they affect retirement plans, self-defense classes, reviewing year-end tax strategies with a local Certified Public Accountant (CPA), learning how to manage being members of the sandwich generation and more.

To learn more and become a part of our WISE Women group, simply fill out this brief form.

Welcome!

WISE Women Resources

Connect with us on Facebook to see photos and information on events.

Points of Interest

We recognize the importance of giving back to our community and helping those who need a hand. PFG stands proud that the WISE Women of our group have supported the following organizations:

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members. Raymond James is not affiliated with and does not endorse any of the charities listed to the left.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Wike Financial, LLC. Potomac Financial Group and Wike Financial, LLC are not registered broker/dealers, and are independent of Raymond James Financial Services.

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 local Raymond James office for information and availability.

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