Richelle serves our clients and assists our advisors in placing trades and rebalancing investment portfolios. She also manages all administrative functions to ensure that our processes are compliant with all regulations.
She wants our clients to feel confident and comfortable with their financial outlooks, and works hard toward that goal. “I feel I am a good listener, knowledgeable and friendly. I truly enjoy helping people and creating lasting relationships with both our clients and colleagues,” Richelle said.
Richelle has 22 years of experience in the financial services industry and holds Series 7, 9, 10 and 66 securities licenses. She joined Raymond James in 2013 as a senior registered client service associate and investment advisor representative. Previously in her career, she was a senior registered client service associate and wealth planning associate at Smith Barney, and an operations associate at Paine Webber.
Richelle grew up in Swartz Creek, Michigan, and now lives in Waterford, Michigan. In her free time, she enjoys traveling, attending sporting events and spending time with her friends and family, including her son, Kevin, and her daughter, Jessica.