Azulena Godeck

Background

About Azulena Godeck

Rooted in her Vermont upbringing and dedicated to serving her community, Lena takes pride in creating meaningful relationships with her clients, meeting them where they are, and helping them live the life they envision. As a mom and financial advisor, she helps individuals, families, and organizations develop personalized financial solutions to grow, protect, and transfer wealth with confidence. Lena is a CERTIFIED FINANCIAL PLANNER® professional and holds her Series 7, 63, and 24 securities licenses. With over 9 years of asset management experience, Lena held leadership roles at Mercer and Vanguard, where she specialized in supporting nonprofit organizations with investment strategy and planning. Her background also includes key positions at BlackRock and State Street Investment Management, where she worked closely with financial advisors on investment selection and due diligence. Lena earned her Bachelor of Science in Mathematics and Minor in Economics from the University of Vermont, graduating magna cum laude. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc, which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm