Lena Trotter-Beasley

With more than 22 years of experience in the financial services industry, Lena’s high standards for herself translate into the exceptional level of service she provides for our clients.

Lena provides valuable support for clients and manages a wide range of operational duties, including opening accounts, processing reports and handling client service requests. Personable and detail-oriented, she strives to provide service of the highest quality to assist clients as they pursue their financial goals. Lena is always willing to listen and help however she can, and enjoys fostering lasting relationships with the families and individuals served by Echelon Wealth Management.

Before joining Raymond James, Lena was a senior registered client associate with Morgan Stanley and Merrill Lynch, and an assistant operations manager at Smith Barney. She began her career in the 1980s as a receptionist at Salomon Brothers. She holds Series 7, 66 and 9 securities licenses.

An active member of her community, Lena is a volunteer for Saint Vincent DePaul Church and serves as co-president for the parent-teacher group at Saint John’s El Cerrito. Originally from Oakland, she lives in El Cerrito with her husband, Alfonso, and their children, Yasmeen, Andrew and Dominic.