Take control of your financial future Because being confident about money is sexy.

Welcome to Serendipity Securities

We believe that life has wonderful things in store for you, waiting to be discovered. Things like financial wellness and money confidence. We empower women, letting them know they own the pen to their story – and with a savvy financial team on their side, they can write with authority.
This is bigger than us. Our mission is to promote financial literacy for women and children planetwide, and financial well-being for all.
Julie Tauriainen | Founder + CEO of Serendipity Securities

Dynamic

If you’re a mover and shaker, breaking glass ceilings and taking names, we think you’ll be right at home as our client. We work with women and their families across the country, including high-powered executives and business owners.

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I dig what I do! Our clients appreciate that I’m obsessed with helping people plan for their financial futures.
Julie Tauriainen | Founder + CEO of Serendipity Securities

Down-to-earth

If you need practical advice and a plan that’s easy to execute as you transition into retirement with or without a significant other, our team can be your guide. We’ll begin with a conversation that can help you picture how your next act unfolds.

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Helping women make smart financial decisions in a fun, collaborative environment is what we’re all about – that’s our COACH Approach®.
Julie Tauriainen | Founder + CEO of Serendipity Securities

Dedicated

If you have the conviction that money can be a force for positive change, you’re in good company. We can help you explore socially responsible investing strategies that are in line with your values and beliefs.

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IT’S A SAVVY SOIRÉE. You’re right on time.

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.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Serendipity Securities is not a registered broker/dealer and is independent of Raymond James Financial Services.

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