Renee is committed to focusing on each client individually and providing a high level of personal service. With over 25 years of financial industry experience, she ensures that each client request receives prompt attention and her top priority is to meet the needs of our clients.
Renee holds Series 7 and 63 securities licenses and is also life and variable annuity insurance licensed. Her primary responsibilities include maintenance and opening of client accounts, request for funds, statement issues, online client access assistance and estate processing.
In 2017, Renee won a 2017 Practice Management Award* with Raymond James, showcasing unique team process development ideas, process resources and team procedure manual examples that have made a meaningful impact on business. In addition, she was recognized as a Raymond James Sales Associate Silver Club Recipient in the Branch Associate Recognition Program each year from 2015 through 2019.
Renee began her career in the financial services industry in 1993 in management with a local bank. Since then, she has held financial positions with The American Funds Group, Conseco and OneAmerica. Renee joined the Raymond James Carmel, Indiana, office in 2005. In 2020, she relocated to the Jacksonville area and joined the Peck Bulgin Wealth Management team.
Renee and her son, Cameron, live on the Southside of Jacksonville. During her spare time, she enjoys reading, shopping, playing tennis, practicing yoga and relaxing at the beach.
*The Practice Management Awards is an internal recognition award that encourages advisors and team members from around the firm to share unique ideas, resources and processes that have made a meaningful impact on their businesses. This may not be representative of any one client’s experience, it’s not an endorsement, and is not indicative of future performance. No fee was paid in exchange for this award/rating.
The Branch Associate Recognition Program is an internal Raymond James recognition that runs on a calendar year and winners are chosen based on a point system. Associates earn points through Core Program Qualifiers and Educational Program Qualifiers. Core Program Qualifiers, such as industry licenses, designations, academics and tenure, are awarded as earned and will not expire. Educational Course Qualifiers, consist of topics that focus on Practice Management, as identified by PCG Senior Management, and points are awarded as earned and reset each calendar year. The top 600 point earners will be recognized. To be eligible, a minimum year-end appraisal score of Valued Contributor is needed. Also associates must be employed prior to July 1st of the calendar year. This may not be representative of any one client’s experience, it’s not an endorsement, and is not indicative of future performance. No fee was paid in exchange for this award/rating.