Velda helps maintain the dedicated and focused level of service we provide to our clients. Knowledgeable and responsive, she provides timely, accurate and meaningful answers to our clients’ questions and generally makes sure their needs are always her first priority.
She also plays a key role in preparing reports, processing documents and handling administrative duties.
Velda joined Raymond James in 2017, having previously worked in Higher Education. She holds her Series 7 (General Securities Representative) securities license, Series 63-. (Uniform Securities Agent State Law Examination) Velda’s responsibilities include client onboarding, client service, and risk management.
Velda graduated from Columbia College with a Master’s in Business Administration degree.
Velda is originally from Missouri and currently lives there with her family. She enjoys spending time with her family and friends.