Theresa McMasters
Senior Registered Client Service Associate
With over 20 years in the financial services industry, Theresa is a valuable member of our team and truly loved by our clients. She enjoys working closely with the families and individuals we serve, providing proactive and personalized support to ensure their needs and questions are addressed. Calm, organized and knowledgeable, Theresa manages a wide range of operational duties including opening accounts, preparing reports and handling client service requests.
Theresa joined David’s team in 2010. She began her financial services career at Smith Barney, later working for Merrill Lynch, where she served as a member of the firm’s technology council.
An avid hiker, last year Theresa hiked over 300 miles in just nine months. In her spare time, she also enjoys photography and is a Girl Scout troop leader. Originally from Davie, Theresa lives in Port St. Lucie with her husband, Dennis, and their daughters, Malaya and Milana.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Theresa joined David’s team in 2010. She began her financial services career at Smith Barney, later working for Merrill Lynch, where she served as a member of the firm’s technology council.
An avid hiker, last year Theresa hiked over 300 miles in just nine months. In her spare time, she also enjoys photography and is a Girl Scout troop leader. Originally from Davie, Theresa lives in Port St. Lucie with her husband, Dennis, and their daughters, Malaya and Milana.
Raymond James is not affiliated with the above organizations and/or charitable causes.
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