November 30, 2023
9:20 - 10:10 a.m.
• Learn how to tailor solutions that integrate investment, charitable, tax, estate and risk management considerations for high-net worth clients.
• Consider the influence of longevity factors on a client's financial plan.
• Discover helpful questions to drive powerful planning conversations with clients.
Bonnie Harper is the vice president of Private Wealth Consulting at Raymond James. In this role, she leads a team of private wealth consultants in delivering wealth planning expertise and guidance to more than 8,600 financial advisors and their clients. She is well positioned to lead this team, having honed her skills and knowledge for almost five years as a private wealth consultant herself. Prior to her role as a private wealth consultant, Harper was a financial planning consultant, assisting advisors with various financial planning topics including Social Security, IRAs and financial planning modeling. She also served as an equity sector specialist focused on energy-related equity research.
During her career, Harper has amassed several designations signifying her commitment to continual learning and education to provide best in class guidance to financial advisors and their clients. She is a CERTIFIED FINANCIAL PLANNER™ professional, Retirement Income Certified Professional®, Chartered Life Underwriter® and a Certified Private Wealth Advisor® professional. She graduated from Stetson University with a degree in finance and a minor in psychology.
Elizabeth Lindsay-Ochoa joined Raymond James in 2021 as a private wealth strategist. With more than two decades of experience, Lindsay-Ochoa specializes in estate, charitable and income tax planning. Her expertise has led to speaking engagements with the Association of Fundraising Professionals International Conference on Fundraising, the American Bar Association (ABA) Real Property, Trust and Estate Law (RPTE) Section, the ABA Tax Section and the Association for Advanced Life Underwriting.
Lindsay-Ochoa has been featured in publications like Tax News Quarterly, Probate and Property and National Underwriter. She has been quoted in news outlets, including U.S. News & World Report, MSN and Bankrate. Lindsay-Ochoa has held several leadership roles within the RPTE Section. She is also a member of the Society of Trust and Estate Practitioners (STEP), where she is part of the editorial board for the STEP Journal. Lindsay-Ochoa holds law licenses for multiple states, including Michigan, New York, Connecticut, Massachusetts, and Colorado (inactive).
Lindsay-Ochoa earned her BA in telecommunications from Michigan State University. She went on to earn her JD from Western Michigan University Thomas M. Cooley Law School and later obtained an LLM in taxation from the University of Denver.
Amanda Stahl is a corporate gerontologist and the Director of Longevity Planning at Raymond James, connecting financial advisors with longevity planning resources to help clients and their families plan for the caregiving and healthcare needs related to longer lifespans. She has an MS in gerontology from the University of Florida, Graduate Certificate in Aging and Geriatric Practice from the University of Florida College of Medicine and BS in public relations from Florida State University. Stahl is a part of the Raymond James Global Wealth Solutions Diversity and Inclusion committee, mentor with the Raymond James Emerge mentoring program and was a member of the 2022 Next Chapter Leadership in Action group by The Execution Project, The Money Management Institute and Financial Advisor magazine.