Anne Bedinger is a Financial Advisor with Raymond James. She serves individuals and entire families in all stages of their lives. Anne engages with her clients and develops a deep understanding of their needs and values through an intensive discovery process. She helps clients navigate transitions, anticipate critical events, and plan for lifelong financial security. In collaboration with CPAs, estate attorneys, and property and casualty insurance agents, Anne creates a comprehensive plan specifically tailored to the needs of the individual client.
Anne earned the Wealth Management Specialist designation in 2004. She takes great pride in being affiliated with Sudden Money ® Institute, achieving Mastery Level and becoming a Certified Financial Transitionist™ (CeFT™). Anne has also earned her Certified Aging-In Place Specialist (CAPS) Designation through the National Association of Home Builders (NAHB), giving her a specialized knowledge of universal design concepts that enables her to help families with making their homes safe, beautiful, and functional.
A strong advocate for women in the financial planning industry, Anne is a founding member of the Raymond James Women’s Leadership Alliance, a charity created to attract, develop, and engage promising women leaders in the financial advisory profession. Anne is also a mentor in the Raymond James mentoring program.
Anne is active in prestigious professional and community organizations, including the Financial Planners Association, 100 + Women Who Care, Delray Beach Historical Society, and the Southeast Handwriting Analysis Association. She is also a volunteer with Horses Healing Hearts, a local charitable organization.