• Theresa M. Stephan

    Branch Business Coordinator

A native of Syracuse, NY, Theresa joined Raymond James in 2013. Prior to joining Raymond James, Theresa spent several years working as the manager of a data entry facility and an accountant for an elementary school.

Theresa is responsible for handling the administrative aspects of customer accounts. She has a passion for customer service and will greet you with a warm smile when you visit our office.

Theresa holds the Series 7 and 63 licenses and graduated, Magna Cum Laude with a Bachelor of Business Administration with an emphasis in Finance from Sullivan University in October of 2017.

When not working or studying, Theresa enjoys gardening, traveling and spending time with her family.