Tammy Winterfeld,
CFP®
Client Service Manager
Tammy is our client service manager, providing administrative and financial planning support for our clients. She is a Certified Financial Planner™ professional and has nearly 20 years of experience in the financial services industry.
Before joining Raymond James in 2003, Tammy served as an administrative assistant for Shearson Lehman Hutton (now Morgan Stanley) and Piper Jaffray & Hopwood. She earned a bachelor’s degree in economics from Portland State University and holds Series 7 and 63 securities licenses.
In her free time, Tammy enjoys traveling, reading and cooking. She also volunteers as a sous chef at a cooking school in Seattle.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
