Connie delivers a high-quality level of administrative and operational service to our clients. Always helpful and highly knowledgeable, her ongoing priority is to build strong and trusting relationships with our clients, and to ensure they enjoy an extraordinary client experience.
Connie also supports the business operations of our team, helps rebalance accounts and provides assistance to the financial advisors in monitoring accounts. She holds Series 6 and 63 securities licenses as well as health and life insurance licenses.
Her duties also include daily account trading, overseeing staff and office workflow, monitoring daily cash flow and incoming funds, and assisting clients with account-related questions.
Before joining our team in January 2021, Connie was a registered sales assistant at LPL and a financial executive at Invest Financial.
The Spring City native still lives in her hometown. In her free time, Connie enjoys playing bluegrass music, motorcycle riding and baking.
Connie is also dedicated to serving the community. She is a volunteer for the Spring City Cemetery, former president of Spring City Chamber of Commerce, and a former member of Rockwood Rotary.
Raymond James is not affiliated with the above organizations and/or charitable causes.