Marjorie Blair has served as CWMA’s Client Service Associate since March 2018. She brings 20 years of experience in the financial services industry in New York, Sioux Falls, & San Francisco. Before joining Raymond James, she has worked for several leading wealth management firms including Shearson Lehman Brothers, Citicorp Investment Services, & UBS Financial Services. She has worked in diverse roles in customer service, compliance, trust investment management, and sales. Marjorie's role with the team is to educate clients on account services and capabilities. She provides quality client service to help our clients with their specific account needs. She is the first line of assistance when clients have questions regarding their accounts.
Marjorie earned her Bachelor of Science Degree in Business Administration with a Minor in Economics at the State University of New York at Oswego. Her career has taken her throughout the country but she has called Loveland home for the past 14 years. In her spare time she has served on the boards of local non-profit organizations, and helps plan an annual race that raises funds for a large number of local charities. She spends time with her son when he is home from college, and enjoys hiking, exercise, travel, & photography.