Brandi gets to know her clients on a personal level, as well as understand the nuances of each, so she can tailor a financial plan designed to meet their individual needs. She makes it a priority to respond to her clients quickly and efficiently, and to be there for them when they need her.
Brandi joined Raymond James in September 2019, after spending her entire career in the banking field. She joined Bank One/Chase in 2001, and in 2010 she became a private client advisor for JPMorgan Chase Bank.
Brandi found that serving as a financial advisor allowed her to bring together her two passions: educating her clients on financial matters and seeing them make progress toward their goals.
Brandi moved to the Lafayette area in 2003 and quickly fell in love with the city’s hometown feel. Brandi enjoys spending time with her family and friends, and appreciates a variety of outdoor activities, particularly water sports and watching the kids play soccer.