Senior Registered Client Service Associate
Carolyn Pisano-Jarboe recently joined the Legacy Wealth Partners team of Raymond James & Associates in Boca Raton. Carolyn has over 30 years of experience and has worked for several independent advisors and such firms as Ameriprise, Janney Montgomery Scott and CIBC Oppenheimer along with the banking side of Wells Fargo.
Her client service philosophy and focus is based on a commitment to providing them with the same level of attention and service as she expects as a client. “I treat each client with respect and courtesy. To create a relationship, it is imperative to instill trust and you do that by valuing clients and their opinions as if they were your own,” said Carolyn.