As a senior registered associate with more than 30 years of experience in the financial services industry, Marie is fully licensed and well versed at handling all administrative duties, assisting with retirement planning, portfolio reviews, and research.
Prior to joining our group, she spent 15 years at Merrill Lynch and 10 years at Nat City Investments in Louisville. She earned an associate’s degree in computer science from Jefferson Community College.
She is a native and long-time resident of Louisville, where she and her husband, Chuck, raised their two children, Leah and Drew. She enjoys spending time with her first grandchild Charlotte.
Raymond James is not affiliated with any of the organizations listed above.