Over 30 years in the industry, Wealth Manager Renée Pastor has helped hundreds of clients plan for and transition into successful retirement. This year, Renée expanded that focus—her desire to help individuals manage their 401(k)account while they are still working led her to go independent and start The Pastor Financial Group, part of the RIA & Custody Services division of Raymond James.
“When we’re building relationships with clients, most ask for recommendations for their 401(k) account,” says Renée. “We understand that the market is a moving target, so now we can offer to be their money manager who can make informed buys and sells inside their 401(k) account.”
FAST FACTS
This year, Renée Pastor was named to the 2020 Forbes/Shook Top Women Wealth Advisors list. Collectively, this group of 1,000 accomplished women manage nearly $920 billion in client assets.
