Throughout her career in financial services, Awbrey has utilized her compassion, attention to detail and dependable nature to ensure clients are provided the level of dedicated service they deserve.
“My goal is to keep our clients happy and on track at all times. Our clients always come first,” Awbrey says. She is an effective communicator who approaches each client request or question with a positive attitude and conscientious manner.
“I come with previous experience as a financial advisor,” Awbrey adds. “I also have my CERTIFIED FINANCIAL PLANNER® certification and Chartered Retirement Planning Counselor® professional designations, which provide me with a more in-depth knowledge base for assisting our clients.”
Awbrey joined our team in October 2020. “Raymond James has always been one of the leading independent firms in the industry. When Stu gave me the chance to join him in creating his own business here, I jumped at the opportunity,” Awbrey says.
Previously in her career, Awbrey was a registered client service associate at Merrill Lynch, and a paraplanner and financial advisor at Ameriprise. She earned a bachelor’s degree in English with a minor in political science from UCLA in 2013.
“I first gained experience in the investment services field right out of college working as a receptionist. I was intrigued by the idea of helping people achieve financial independence and accomplish their goals,” says Awbrey.
Awbrey was born and raised in beautiful Bend, Oregon. When not busy helping our clients, she loves spending time with her family and enjoying all the activities that Central Oregon has to offer, including snowboarding at Mt. Bachelor, or fishing and camping throughout our beautiful state.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.