Concierge Wealth Management of Raymond James & Associates

We are incredibly proud to share that Ilona has been named to the Forbes Best in State Wealth Advisors list for 2026.
This recognition reflects the meaningful relationships Ilona builds with her clients and the thoughtful, consistent work she does to support them every day. Her approach is personal, intentional, and always focused on what matters most.
We are grateful for the trust our clients place in us and thrilled to celebrate Ilona on this well-deserved honor.

2026 Forbes Best-in-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. 52,043 nominations were received and 11,302 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/4bWKbUF. Please see https://bit.ly/4dQCjGS for more info. https://www.raymondjamesconnect.com/aAztLW

How cyber savvy are you? No matter where you rank, learn how to defend yourself and safeguard your assets:

How cyber savvy are you? raymondjames.com

May your Easter be filled with hope, happiness and meaningful moments with those you cherish.

From understanding financial tradeoffs to preparing for unexpected expenses, children benefit from early exposure to real-world money lessons. Support their confidence with simple strategies that stick:

Four priceless money lessons for kids raymondjames.com

Retirement offers the freedom to focus on what helps you feel strong, calm and connected. Discover five practical ideas to help you thrive in this new phase of life:

Infographic: Thriving in retirement raymondjames.com

Help young investors build confidence by understanding the fundamental tools and strategies that support long‑term financial success. Explore this primer highlighting key concepts from stocks and bonds to investing styles like value and growth:

Launching a financial future raymondjames.com

Some favorite moments from Ilona and her family's spring break. Time spent at the Mississippi camp, visiting family near New Orleans, and enjoying a jeep ride through Global Wildlife. A wonderful way to unplug and make lasting memories together.

Wishing you a cheerful and lucky St. Patrick's Day – may your day be filled with good fortune and bright moments.

When life changes, your taxes often do too. Knowing how milestones like a new home, a growing family or a career shift affect your tax picture can help you plan ahead. Explore the key factors to keep in mind:

Life-changing events change your taxes, too raymondjames.com

We had such a great evening at our Client Appreciation Dinner last night at The Maddox. Thank you to all of our wonderful clients who came out, your trust truly means the world to us, and we're grateful for the friendships we've built over the years. A special thank you to Rebecca Maddox for hosting us in such a beautiful space. The atrium made the night feel really special, and we couldn't have asked for a better setting.

Scammers are finding new ways to target Medicare recipients, but you can stay one step ahead. Looking out for these four red flags can help you keep your personal information safe.

🎉 Celebrating Shawna! 🎉
Over the weekend, Shawna celebrated her 4th work anniversary with Concierge Wealth Management. We're so grateful for her dedication, professionalism, and the positive energy she brings to our team every day.
Please join us in congratulating her on this milestone. Here's to many more successful years ahead!