Senior Client Service Associate
As the team’s client service associate, Betty is primarily responsible for account servicing, which includes handling all IRA distributions, checks, wires and direct deposits. She is also responsible for depositing certificates and, most importantly, making sure all accounts are operating smoothly and that all the required documentations are in place for each particular client’s needs.
Betty has had a long and successful career in the financial industry that began in 1979 when she secured the role of operations and cashier specialist with Merrill Lynch. Then, in the early 1980s, she worked as a client associate with Shearson/American Express and Morgan Stanley Dean Witter. Betty joined Advest, Inc., in 1983 as a client associate and operations specialist, later accepting a position with Scott as a client associate in Advest’s Locust Valley, New York, branch. In February 2006, Betty followed Scott and his team over to Raymond James & Associates.
Betty resides in Glen Cove, New York, with her two daughters.