Doina did not always know that her career would be made in financial services. In fact, she calls her experience with the profession “love at second sight.” From her first days as a wire operator, Doina’s passion for the industry – and the good work she can do for the clients she serves – grew. As she rose in the ranks over the years, Doina became devoted to cultivating relationships with clients that are based primarily on trust. In that way, Doina and her team are able to help guide their clients’ investment strategies on a course toward success, taking into account each individual’s unique needs and wants.
Doina joined Raymond James in March 2018. She began her career in financial services as a wire operator working in the “cage,” entering manual trades at the Greenwich, Connecticut branch of A.G. Edwards & Sons. She transferred to the White Plains, New York branch in 1996 – a location she stayed at until taking a 10-month hiatus from work to care for her first child. She then restarted with A.G. Edwards & Sons at their Fishkill branch, where she worked as a wire operator and financial associate. While there, she earned her Series 7. In 2003, Doina passed the Series 66 and earned her Accredited Asset Management SpecialistSM designation. In 2011, she earned her New York state insurance license.
After 15 years of service and a transition to Wells Fargo Advisors, Doina earned the title of Senior Registered Client Associate. Five years later, she became a Senior Registered Client Associate – Officer. Doina was named an Elite Service Professional in 2014 and was selected as a Distinguished Service Professional in 2015, 2016 and 2017.
Originally from Romania, Doina moved to the United States by herself when she was 16. She currently makes her home in Tivoli, New York with her husband of 23 years, Stephen, her youngest daughter, Alina, and their two dogs. The couple also have a 20-year-old daughter, Nicolette, who is finishing her third year at Hunter College. In her free time, Doina serves as a PTA member and enjoys doing CrossFit and running 5Ks for various local fundraisers.