Lee Ann is Registered Sales Assistant for Raymond James with more than 25 years of experience in the financial services industry, joining Parsons Broach Financial Services in October 2015. She is a highly organized individual who is determined to provide friendly and professional service and meet the financial service needs of clients, Lee Ann is a key member of our team with many responsibilities, including coordinating and communicating with our customers and managing our office schedule. Lee Ann is always happy to help clients with administrative questions and concerns.
Prior to joining our practice, she worked at Raymond James & Associates office in Montgomery for 20 years as Branch Operations Manager. She began her career at Philip A. Sellers & Co in Montgomery and also worked as branch managers’ assistant at Dean Witter in Temple, Texas. Lee Ann currently holds a Series 7 General Securities license, Series 8 General Securities Sales Supervisor, Series 63 and 65 State Securities license.