Ruth prides herself on establishing strong relationships through excellent customer service and building cohesive teams. She also strives to streamline services to help clients meet their financial needs.
As the Client Service Manager, Ruth’s primary mission is to handle all client service matters not related to investment decisions. So, if our clients have any questions about their statements, money movements, account openings and transfers or accessing their accounts online through Client Access, she is the person to call. Ruth also acts as our primary appointment coordinator.
Ruth has over 24 years of financial services industry experience and is instrumental to the exceptional customer service we strive to provide. She previously served as a Lead Financial Services Representative at Tyndall Federal Credit Union before joining our team. Prior to that, Ruth worked for Sallie Mae for 15 years; working her way up from a Call Center Representative to a Supervisor of Lender Relations.
Giving Back to the Community
Ruth continuously seeks opportunities to give back to the community. Whether it be volunteering for her child’s school assisting in the classroom and with fundraising activities or serving as Team Mom and Coach on athletic groups. Ruth has volunteered with local charities, such as the March of Dimes. After Hurricane Michael, she assisted with cleanup of public areas around Panama City.
More About Ruth
Ruth and her husband live in Panama City with their daughter. They are life long residents of Bay County and appreciate the sense of togetherness expressed by the community.
Ruth is currently working on her Series 7, General Securities Registered Representative license. She attended Gulf Coast State College for Accounting Technology and Business Administration and Management. She also took a temporary detour from finance and received a Certificate of Practical Nursing from Haney Technical Center, briefly serving as a Licensed Practical Nurse.
Raymond James is not affiliated with the above organizations and/or charitable causes.