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Sr. Registered Sales Associate

christina.hoerter@raymondjames.com

 

Christina began her career in the financial services industry in 2000. She worked for an equity money manager at a major brokerage firm, focusing on client service and domestic and international securities trading. Christina joined Merrill Lynch and The Mahoney Group in 2005 and joined Raymond James in 2015. Christina’s role on the team primarily focuses on client service, managed platforms and transitioning new client relationships to the team. She graduated Cum Laude from Lehigh University in Bethlehem, PA with a bachelor’s degree in English and a M.Ed. in elementary education. Christina resides in northern Bergen County, New Jersey with her husband Rob, an avid fisherman, and two young children, Maxwell and Brynn. During warmer months, she enjoys spending time with her family on Long Beach Island, New Jersey.


WHY WORK WITH A CIMA®

 
Certified Investment Management Analysts® (CIMA®) are dedicated to elevating their practice through education, experience, examination and the highest standards of ethics. CIMA® professionals have the advanced investment management knowledge necessary to truly – fully – serve affluent clients, and they use that in-depth knowledge to analyze and hand-select the investment products that make the most sense for your circumstances. Earning a CIMA® designation requires three years of broad experience in investment management consulting and completion of the demanding educational program put forth by the CIMA® board. To maintain this designation, CIMA® professionals are required to adhere to a rigorous code of professional responsibility and complete 40 hours of continuing education every two years.

But what does this designation mean for you? It means that when you work with an investment consultant who has taken the time to become CIMA® certified, you’re working with someone who understands the financial complexities and risks that come with being in the highest tax bracket, is well-versed in modern concepts of investment advice, and, perhaps most important, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.