Myree strives to ensure that each client receives the friendly personalized experience that they deserve. She is our primary telephone contact for incoming calls. She oversees general office operations and is responsible for scheduling appointments, as well as coordinating with the Rudd team to provide a well-structured working environment. Myree supports new client account activity and assists with ongoing client transactions, maintenance and routine correspondence.
She became a part of the Rudd International Asset Management team in 2016. Prior to joining Rudd International, Myree worked for nearly two decades as an estate planning paralegal. She lives with her husband, Jules, in beautiful Sarasota.