Jeri Richard, AAMS®, is a financial advisor and investment management consultant at SKA Wealth Strategies of Raymond James. With extensive experience in the financial industry, including holding the position of District Manager of Investigations at Macy's, Jeri brings a diverse skill set to the table. She specializes in offering guidance to entrepreneurs and business owners, helping them navigate business transactions and the financial issues that often arise, such as tax consequences and cash flow management. Additionally, Jeri provides her clients with guidance on financial planning, insurance planning, wealth transfer and succession planning, and charitable giving. She also works with individuals of all ages who need assistance with retirement planning, investing, and planning for future expenses like education or the purchase of a home. For people in transitional situations, like divorce or the unexpected death of a loved one, Jeri offers her expertise to help them plan for the future. To find out more about Jeri, her team, and the services they offer, visit the SKA Wealth Strategies website or email her at jeri.richard@raymondjames.com.