Daphne Conner plays an integral role in serving clients by working closely with the advisory team to pursue financial goals and address client needs. She is committed to educating and informing clients throughout their financial journey while helping make their lives easier.
Securities and insurance licensed, Daphne directly supports the advisor and clients through a wide range of responsibilities, including:
- Directly assisting the financial advisor
- Performing client account reviews
- Making client trade orders
- Assisting in the creation and implementation of financial plans
Before joining Raymond James in 2024, Daphne spent 15 years in management at Fred Meyer, where she developed strong leadership, organizational, and client service skills. She holds Series 7 and 66 securities licenses, earned an Associate of Science degree with an emphasis in business, and holds the Wealth Management Specialist℠ (WMS®) designation.
Born and raised in Coeur d'Alene, Idaho, Daphne has been married to her husband, Kurt, for 31 years. They have two children, Kiera and Jacob, and three grandchildren.
Outside of the office, Daphne enjoys gardening, motorcycle adventures with her husband, and is an avid reader.