Vera has been working with Dennis Wells, financial advisor, and Raymond James since 2007. A former software engineer, she is known for being meticulous and detail-oriented. She co-manages the day-to-day duties at the branch office in Annapolis and assists the financial advisors, ensuring that all paperwork is complete and ready for client review and signature. Vera is also proficient in Microsoft Word, Excel spreadsheets and the Raymond James Goal Planning & Monitoring software.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services