Client Services Manager
Jennifer began her career in the financial service industry with UBS in 1996 and subsequently earned her Series 7 General Securities license in 1997. Jennifer later transitioned to Merrill Lynch where she earned her Series 66 Uniform Combined State Law license in 2001. In 2010, Jennifer joined Raymond James and in 2014 became the branch office Operations Manager. She enjoys client interaction and providing comprehensive administrative support with a commitment to ensuring prompt and accurate resolution to inquiries.
We are committed to educating everyone about finances. Our workshops are free of charge and are packed full of valuable, relevant information that matters to you and your retirement. Topics include taxes, social security, and we regularly host established financial figures from around the country.
We offer complimentary consultations.
Please click the button above to go directly to our calendar, and set your day and time instantly: