RAYMOND JAMES FINANCIAL SERVICES - Key Persons
As the newest member of our team, Alaina serves as a Client Service Associate with a focus on marketing and client outreach. She supports the needs of financial advisors by opening client accounts, managing and updating client profiles, and scheduling appointments. She also contributes to the success of the company by coordinating client events and focusing on age-based marketing to address the needs of all clients. Alaina strives to deliver a professional and exceptional customer service experience for clients by ensuring that their needs are met in a timely manner.
Before joining Pentas Wealth Management, Alaina earned a Bachelor of Arts degree in Psychology from Valdosta State University in the spring of 2022. She was awarded the President's Award for Academic Excellence at VSU for the College of Humanities and Social Sciences, making her the top graduate in her college. She has experience with providing excellent customer service from her job in retail at Tallokas Road gift shop. She is an actively involved member of Funston Baptist Church and she has a passion for giving back to her community.
Job Titles:
- CLIENT SERVICE ASSOCIATE
- Client Services Associate
Beverly Jimenez is a Client Services Associate who is dedicated to building personal, professional relationships with clients while supporting the needs of the financial advisors at Pentas. She tries to anticipate and meet various client needs like opening new accounts, processing distributions, contributions, and registration changes. She aims to inspire trust and confidence by delivering exemplary and efficient client service.
Before joining the Pentas Wealth Management and Raymond James Financial Services, Inc. teams, Beverly worked with Edward Jones as a Senior Branch Administrator for 25 years. She continually provided excellent client service with complete coverage of the branch during transitions of four financial advisors with minimal client loss due to the high level of client satisfaction.
Fraley serves a diverse clientele of individuals, families and institutions interested in saving and investing for a secure financial future. She uses a disciplined approach to planning that begins by determining their current financial state and their financial blind spots. After careful analysis, she recommends suitable strategies to build wealth and achieve the client's goals. After implementing the plan, Fraley institutes an active review process to monitor progress and to make any necessary adjustments as clients prepare for and transition through their stages of life. Clients can expect Fraley to build long-term relationships and deliver a high level of service and accessibility, as she works hard to earn and keep their trust as a financial planner and family advisor.
She currently serves on the Raymond James Women's Advisory Council, as well as the Raymond James Practice Management Council. Fraley is proud to have been named to the Forbes Top Women Wealth Advisors list (2020, 2022, 2023), the Forbes Best-In-State Advisor -Georgia (2022) and Top Wealth Advisor Mom List, Working Mother Magazine (2022). She was also named as the 2017 Raymond James Financial Services Woman of Distinction award winner.
Fraley founded Pentas Wealth Management in 2016 and has more than 20 years of financial service experience. She previously held positions with industry-leading investment firms as a financial advisor, as well as a bond and stock analyst. Fraley earned an MBA in Finance from the Collat School of Business and a B.S. in Psychology from Birmingham-Southern College.
Outside of work Fraley is the mother of two wonderful daughters and currently serves as the Chairwoman of the Colquitt County Arts Foundation and serves on the boards of the Community Foundation of South Georgia and the Boys and Girls Club of Moultrie/Colquitt County.
Jared Collum joined Pentas as an intern in 2022 and quickly became an essential part of the team as he demonstrated a willingness to learn and expand his knowledge of the financial services industry. He currently serves as a Client Service Associate as he increases his understanding of serving clients and addressing their financial needs. Jared contributes to the success of Pentas by serving on the internal investment committee with a focus on mutual fund research. Jared is currently participating in the Raymond James Advisory Mastery Program. The program is designed to help train and develop the next generation of financial advisors.
Jared earned a Bachelor of Business Administration (B.B.A) degree in Finance from Valdosta State University. During his time at Valdosta State, Jared served as President of the Valdosta State Investment Group where he received hands on experience with investing and asset allocation. Jared also served as a Finance Tutor to help fellow students succeed during their time at Valdosta. Jared was awarded various academic accolades including the President's Award for Academic Excellence for the Harley Langdale Jr. College of Business Administration. This award is presented to a high-performing senior within each of Valdosta's six colleges. Jared is an active member of Autreyville Baptist Church and loves to spend time with family and friends.
Job Titles:
- CLIENT SERVICE ASSOCIATE
- Member of the Pentas Wealth
Rhonda Aldridge is an integral and dynamic member of the Pentas Wealth team and is passionate about helping clients achieve their financial goals. As a Client Service Associate, Rhonda is dedicated to building personal and professional relationships with clients, while supporting the needs of the financial advisors. Responsible for administrative oversight and handling client inquiries, her energy, and in-depth knowledge results in a first-class experience for clients.
With nearly 37 years of professional experience, Rhonda's strong background enables her to provide a seasoned perspective and effective client service. Before transitioning her career to financial services in 2009, she spent 26 years dedicated to the credit and lending side of the banking industry and enjoyed a career as a lender for commercial and consumer loans. She is a member of the American Business Women's Association and in 2003 received the honor of being named Business Woman of the Year. Rhonda went on to become President of the Association in 2003 and 2004.
He begins by listening to each client to gain a deep understanding of their values, current financial position, and helps identify their financial and retirement goals. Richard, an avid travel enthusiast, designs a personalized roadmap for their journey and thoroughly monitors the plan with clients, and makes revisions as the path changes. Whether the goal is to determine which IRA type is best, if early retirement is a possibility, or ensuring clients don't outlive their wealth, Richard puts his clients first. By guiding clients through the building wealth stage, reviewing income options during retirement, or ensuring the transfer of wealth, Richard is firmly committed to helping navigate financial challenges to help his clients feel financially confident. Richard enjoys seeing his clients fulfilling their lifelong dreams that are a result of long-term financial planning.
For more than 16 years, Richard has served as a trusted advisor to his clients. Before the founding of Pentas Wealth Management, he worked with Ameris Bank Financial Services, Merrill Lynch, and SunTrust Investment Services. He graduated from the University of Mississippi with a Bachelor of Business Administration.
A newer member of the team, Sherri is a Client Service Associate at Pentas Wealth Management and Raymond James Financial Services. She provides support to the financial advisors in opening accounts, processing distributions, contributions, scheduling appointments, and addressing client needs. Sherri's commitment to growing a strong, professional relationship with clients ensures that they receive high levels of excellent client service needed to ensure a long-term client relationship.
Before working at Pentas Wealth Management, Sherri worked for Regions Bank as a financial relationship consultant for 13 years. She lived in Atlanta most of her life before moving to Moultrie, Georgia in June of 2019 with her husband and dog, Grace. She loves spending time with her family and husband of 12 years. Her favorite pastimes include going to the beach, deep-sea fishing, and reading. She has been attending Autreyville Baptist Church and plans to get involved in several organizations to help the community.
Job Titles:
- Advisor
- VICE PRESIDENT
- CERTIFIED FINANCIAL PLANNER
Stevan is a CERTIFIED FINANCIAL PLANNER (CFP®) practitioner, which provides him with the knowledge and tools to understand how to develop specific strategies to mitigate taxes, preserve assets, help maximize growth, and transfer wealth. He excels as an investment broker, college planner, and at assessing the stock market. Before becoming a financial advisor, he spent five years practicing corporate law with a prominent Jacksonville law firm. He earned his J.D. from George Mason University School of Law and graduated cum laude from Western Kentucky University with a B.S. in Accounting.
Job Titles:
- Jacksonville Financial Planner
Stevan is a CERTIFIED FINANCIAL PLANNER (CFP®) practitioner, which provides him with the knowledge and tools to understand how to develop specific strategies to mitigate taxes, preserve assets, help maximize growth, and transfer wealth. He excels as an investment broker, college planner, and at assessing the stock market. Before becoming a financial advisor, he spent five years practicing corporate law with a prominent Jacksonville law firm. He earned his J.D. from George Mason University School of Law and graduated cum laude from Western Kentucky University with a B.S. in Accounting.
Steven Jones, a Jacksonville financial planner, has specialized in helping clients navigate the often daunting world of financial planning for the last 20 years. Stevan understands the importance of helping clients understand their investments, and he believes that when clients understand what they own and why they own it, they have clarity and confidence during turbulent markets. Following a consultive process, he thoroughly analyzes all of the relevant information, which leads to the creation of investment recommendations with a balance of reward and an appropriate level of risk. Once the plan is implemented, Stevan and his clients will regularly review the progress and re-confirm the client's objectives as they pass through the stages of life. Clients can expect professional financial advice and a high-level of client service from Stevan, as he works hard to earn their trust and even harder to keep it.