Christina A. Elam, CFP<sup>®</sup>, CMFC<sup>®</sup>

Christina A. Elam, CFP®, CMFC®

Wealth & Portfolio Specialist

"Working together we can map out a comprehensive range of solutions to address your life goals."

Christina A. Elam, CFP®, CMFC®

Christina, as a primary point of contact for our clients, excels in delivering the Blue Water Way. Through her experience and our processes she leads the team in implementing client services, client communications, organizational support and leads the financial planning efforts for Blue Water Wealth Management.

Christina started her career in wealth management as a Research Associate with an independent firm in northern Virginia. Prior to joining Raymond James in 2020, she joined UBS in 2013 as a Registered Client Service Associate and Christina holds the Series 7 and 66 securities licenses, Chartered Mutual Fund Counselor (CMFC ® ) certification, and in April of 2016 Christina obtained her CERTIFIED FINANCIAL PLANNER ™ (CFP ®) certification.

Most recently Christina completed a Wealth Management Associate program while at UBS. This is the culmination of over a year and a half of study and the completion of a rigorous exam with topics included but not limited to; Investment Planning, Risk Management, Insurance, Retirement Planning, Education and Family Support as well as Banking and Debt Management.

Christina is a Cum Laude graduate from Radford University earning a Bachelor in Business Administration with a core concentration in Marketing. Christina is proud to serve as a Board Member for Goodwill Industries-Suncoast, an organization that helps people achieve their full potential through the dignity and power of work. Originally from Texas, Christina now resides in Oldsmar, Florida with her husband Brett and in her free time, enjoys showing horses, running, and working on her golf game.

Certified Financial Planner board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Phone (727) 351-5344