Meet Our Team

Throughout her 22-plus years as a financial planner, Ilona has followed her passion for helping others. She brings a certain vitality to the process of clarifying a client’s goals and formulating a plan to pursue them.

Ilona Box

Member,
Board of Directors

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Her clients appreciate her dedication to gaining a deep understanding of who they are and what they hope to achieve as they collaborate on strategies to preserve and manage wealth. She specializes in high-net-worth financial planning, divorce planning and estate planning in partnership with tax and legal professionals.

 

“It’s always gratifying when a client entrusts me with helping them carry out their mission,” Ilona says. “I strive to be a valuable member of each client’s inner circle.”

 

Promoting financial literacy among her clients and the community at large is a cause Ilona holds dear. She is an advocate for Funding the Future, a nonprofit that teaches teens vital financial principles at schools across the nation, and she is known for her ability to make complex topics simple to understand.

 

Ilona’s career as an advisor began in 1998. She has been paying it forward since as a strong advocate for women, and has served on the Women’s Advisory Council for Raymond James, where she helps pave the way for more advisors like herself. She has been a member of Raymond James Chairman’s Council since 2016, is a current member of the executive council at Raymond James, was named a “Woman of Distinction” in 2019 at her firm and was recently named Best in State Wealth Advisor by Forbes3.

 

Committed to giving back, Ilona currently is the vice president of the board for Funding the Future, sits on the Florida Gulf Coast University planned giving board, is an active participant of the United Way budget review committee and a past board member of Protected Harbor.

 

In her free time, Ilona enjoys spending time with her husband and three beautiful children. Like many of her clients, she loves traveling, being outdoors and staying active.

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