Camille D. York, CFP®: One Financial Planner’s Path to Independence

Camille D. York, CFP^®, AAMS^®, CDFA^®, a Financial Advisor for Raymond James in Tampa, Florida started her career at a local credit union, and over time as she gained experience and mastered new skills, has gained the independence to serve her clients in a meaningful and impactful way.

Camille said she decided to become a financial planner “to help women become the CFO of their personal finances, to help women see it as a viable career path, and to make an impact in an area that plays a large role in the daily lives of each and every individual.”

At her local credit union, Camille began as a youth outreach specialist that focused on collegiate financial literacy. “It was through that role that I developed a skill for making financial literacy concepts more palatable and fun. It was also through that role I developed an interest in financial planning,” she said.

From that role, she transitioned into the wealth department of the credit union, became fully licensed and supported 2 financial advisors for a period of 2 years.

From there, she took her career to the next level. Camille said, “After learning and training within the credit union, I joined Raymond James’ Advisor Mastery Program to further develop my skill set and industry knowledge. It is through this program that I gained access to top leadership, specialized coaching, advisory board participation and input, and the opportunity to pilot new resources, products and services for the firm.”

All her hard work paid off, as she now has more freedom in her career. “I now have the support, resources and independence to run my practice how I see fit and serve my clients in a way that is both meaningful and impactful on a daily basis,” she said.