Connie has a long-time Financial Services Industry background joining Raymond James in 2016 after a long tenure with Piper Jaffray, Inc. and UBS Financial Services in Minneapolis, MN that began in 1980.
She joined us to be closer to home where she lives with her husband in the country.
Her vast experience brings us a wealth of knowledge while paying attention to detail and problem solving regarding the administration and support of client portfolios and servicing them.
Connie enjoys dealing directly with clients helping them with our on-line access capabilities and electronic communication.
Questions regarding statements, setting up portfolio reviews, general portfolio inquires, account contributions or distributions reach out to Connie, she is always happy to help.