Expect a warm welcome when you enter our office! Dee is on our front line of customer service; greeting you in person, or responding to your phone call if you need to schedule an appointment, check an account balance, or update personal information for our records.

As the key liaison between our clients, Stephen P. Poitevint, Inc., and Raymond James Financial Services, Dee provides direct technical support by recording all transactions on behalf of the client. She generates and manages all the paperwork required to process distributions from an account, transfer accounts, open new accounts, place trades upon FA’s instructions and set up online access to customer accounts. She also keeps clients informed by developing client communications, such as newsletters and workshops. Please feel welcome to contact Dee with any questions or concerns regarding your account.

Dee has 26 years experience in Medical Office management. She began her career in the medical field at Archbold Hospital in Thomasville, Georgia as a medical secretary. Dee later worked as a Medical Receptionist and was promoted to Office Manager after a year. 

She has been affiliated with Raymond James since September 2005.