Sierra Richardson is a Senior Registered Client Service Associate at Panos Firek Wealth Management of Raymond James. Sierra joined Raymond James in 2019 and became part of the Panos Firek team in July 2022. Her career in finance began in 2017 as a registered relationship banker in the banking industry, delivering personalized financial solutions to clients. During this time, she provided guidance on diverse aspects such as cash flow strategies, lending needs, investing solutions, and business products.
With Panos Firek Wealth Management, Sierra's primary focus is centered on providing support to financial advisors in the creation of comprehensive and personalized financial plans for their clients. Working in close collaboration with the advisors, Sierra diligently gathers crucial information about clients' accounts, conducts thorough research on strategic policies such as annuities and life insurance, and analyzes factors such as net worth, portfolio allocation, and liabilities. Her ultimate objective is to contribute to the success of her team by ensuring that every client receives customized plans that align with their unique goals and individual circumstances.
Outside of the office, Sierra enjoys spending time in nature, hiking or kayaking. She also enjoys baking, practicing yoga, and spending time with friends and family. Sierra and her husband Christopher, along with their cherished feline companions, Ashes and Ginger, call Sterling Heights their home.