Martha Caldwell

Martha Caldwell

Wealth Management Advisor, Vice President

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location of Martha CaldwellPortland, Oregon Metropolitan Area

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  • Timeline

  • About me

    Vice President of Investments at Raymond James

  • Education

    • California Polytechnic University San Luis Obispo

      1976 - 1981
      Bachelor's Degree
  • Experience

    • Merrill Lynch Wealth Management, Bank of America Corporation

      Jun 2004 - now
      Wealth Management Advisor, Vice President
    • Raymond James

      Nov 2018 - now
      Vice President of Investments

      Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC 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. Show less

  • Licenses & Certifications

    • Chartered Retirement Planning Counselor

      College For Financial Planning
      Jul 2008
    • Certified Financial Planner

      CFP Board of Standards
      Aug 2007
    • Certified Financial Planner

      CFP Board of Standards
      Aug 2007