Sharing knowledge and experiences

We enjoy interacting with our clients and their families on a personal level. That’s why we host fun, educational and social events throughout the year and encourage you and your friends and family to join us.

OUR EVENTS

• Holiday Shopping Event in Pasadena Spreads Cheer to Families in Need
• Michelle Marquez attends the 28th Annual Women's Symposium
• SIFMA's Social Media & Digital Marketing Seminar featuring Michelle Marquez
• Michelle Marquez to Lead Top Producer Panel
• Michelle Marquez nominated in Working Mother and Shook Research’s Top Wealth Advisor Moms 2021
• Michelle Marquez Named to Forbes' List of Top Women Wealth Advisors 2021
• New faces On Board at Marquez Private Wealth of Raymond James
• Holiday Drive-By Event In Pasadena Brings Much Needed Happiness to Underprivileged Families