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Jo Ann Raanes

BRANCH ASSOCIATE, RJFS

Jo Ann serves the practice behind the scenes, focusing on ROCA income tax preparation and SIMPLE IRA Plans maintenance.  Jo Ann joined husband Duane at A.G. Edwards in 1988, and they worked together as the Raanes Financial Team until the name change to Raanes Capital Advisors in 2009.  Jo Ann earned the CERTIFIED FINANCIAL PLANNER™ certification in 1991.  She enjoys the daily interaction of working with family.

“I’ve seen that happen before, or I’ve seen something very similar.”

Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.

Securities offered through Raymond James Financial Services, Inc., FINRA/SIPC.

Raanes & Oliver Capital Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

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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. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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