Dee Dee plays a key role in ensuring our office runs efficiently and provides valuable support for John Holmes and our clients. She manages a wide array of duties, including handling service requests, helping John manage client accounts, client reviews, planning and building investment portfolios and assisting with our team’s marketing efforts. She holds Series 6, 7 and 66 securities licenses and is insurance licensed.
Personable and detail-oriented, she strives to ensure clients receive timely and thorough responses to each of their requests and is committed to providing an exceptional client experience while helping John. She and John have worked together since 2012 and have formed a strong team that strives to provide excellent service at every opportunity.
Before joining Raymond James in November 2020, Dee Dee was a senior registered client associate at Wells Fargo Advisors and prior to that held a variety of operational positions at Oppenheimer Funds in Denver. Her 22-plus years in the financial industry make her a valuable asset to our team.
Dee Dee and her husband, Chad, live outside of Moody, Texas, where they enjoy raising show goats and run a few cattle. They have two young adult children: daughter Robbye and son Garrett who are attending college in Denver, and a younger daughter, Haylee, who attends school in Troy, Texas.
Originally from Killeen, Texas, Dee Dee and her husband met in Denver and then returned to Texas in 2011. Since returning to Texas, she and her family enjoy trips to the coast, day trips to the hill country, hiking at local lakes, and participating in livestock shows across the state.
Dee Dee is also dedicated to serving the community. She is a volunteer with Troy FFA Alumni, Stampede Creek 4H and other civic organizations.
Raymond James is not affiliated with the above organizations.