About Carmen E. Jankey

Carmen Jankey began her career at MacDougall, MacDougall & MacTier (3Macs) in 1987 and works in partnership with Charles Kennedy and Sam Richardson. 3Macs became a division of Raymond James Ltd. in October 2016.

Carmen has built strong client relationships by taking a holistic approach to meet clients’ financial needs, leveraging her strong financial planning background and focusing on providing exceptional client service. This integrated approach assists Carmen in identifying her client’s objectives and risk tolerance, thereby developing a strategy that incorporates a comprehensive investment plan for each individual. This may include educational planning, retirement planning and estate planning. Custom portfolios are designed to suit each client’s personal circumstances, risk tolerance, tax situation, needs and goals.

Carmen works with the firm as a licensed Portfolio Manager and her educational background includes a Bachelor of Arts, as well as the Certified Investment Manager (CIM) and Certified Financial Planner (CFP) designations.

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Experience to lead the way

Our combined years in the financial services industry provide you with a seasoned team and a level of knowledge necessary to help you pursue your financial goals and objectives.

EXPERTISE KNOWLEDGEABLY APPLIED

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

RESOURCES VITAL TO SUCCESS

There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.

COMMITMENT WORTH MENTIONING

Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in North America.