Diana Sodano
Diana R. Sodano, AWMA™ Financial Advisor

Diana enjoys the close relationships she has with built with CWM clients over the 20 years she has been on the team. She finds great satisfaction helping our clients plan and achieve important life events while assisting with their financial planning needs.

The comprehensive planning Diana provides goes well beyond just investment management and includes other important aspects of their financial life such as insurance planning, tax mitigation, charitable giving, and estate planning. She is dedicated to helping clients pursue their goal of a comfortable retirement where they can maintain their standard of living without outliving their savings.

She began her career in 1997, joined Constantine Wealth Management in 2003 and spent her first 13 years with the team as a Senior Registered Client Associate. Having the knowledge, ability, and dedication to serving clients, it was a natural transition for her to shift into the financial advisor role in 2016. Alongside her team, she moved to Raymond James in 2018, attracted by the firm’s client-centric focus and culture.

As an Accredited Wealth Management Advisor™, Diana has successfully completed the course work required by the College of Financial Planning. The program is designed for advisors who want to better address the unique needs of high-net-worth clients. She adheres to standards of professional conduct and is committed to continuing industry education.

She earned a bachelor’s degree in business management from Rutgers University and holds Series 7, 63, 65 and health and life insurance licenses.

Diana is a first-generation American, growing up in Monmouth County, New Jersey. Today she resides in Hawthorne, New Jersey with her dog, Dunkin. In her free time, she enjoys traveling, gardening, walking, attending concerts, visiting museums and spending time with family and friends. Diana also dedicates some of her free time to helping a worthy organization. The AFSP (American Foundation for Suicide Prevention) is dedicated to saving lives and bringing hope to those affected by suicide by funding research, educating the public about mental health, and advocating for public policies in mental health and suicide prevention as well as supporting survivors affected by this leading cause of death.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.