Trish strives for excellence in serving our clients and assisting our team on a daily basis. She takes care of the administrative needs of our team, and assists clients with any questions or requests they may have in a timely and efficient manner.
Trish enjoys fostering close relationships with the families and individuals we serve, and helping ensure that they receive a quality level of attention and support.
She also manages a wide range of administrative matters, from account maintenance and service requests to our client communications. Empathetic and detail-oriented, her goal is to always make working with us easy and effortless.
Before joining our team, Trish was a Senior Purchasing Manager at McCormick Place Convention Center and a Business Office Administrator at Edward Jones.
Trish is originally from Indiana, and now lives in Newnan with her husband, Jimmy. When not in the office, she enjoys boating, fishing, traveling, and spending time with family. She is a member of the Alzheimer’s Association.
Raymond James is not affiliated with any of the companies mentioned.