Theresa Collado

Theresa joined Raymond James in 2022 as an Office Manager. She has worked alongside Neil Anthes, Financial Advisor, since 2017, and her organized and compassionate nature is critical to the positive environment she has helped build to serve our clients best. Theresa was attracted to the field of financial services because she feels passionate about helping others achieve their goals, and she is proud to be part of such a strong organization.

Each day, Theresa manages a range of key responsibilities, including processing account paperwork for new accounts, transfers, and rollovers. She is a crucial point of contact for clients, addressing their questions, inquiries, and concerns with professionalism and efficiency. Additionally, Theresa prepares essential documentation for upcoming meetings and handles the scheduling of client appointments and events.

Through each interaction, Theresa is dedicated to ensuring that our clients receive exceptional service and feel confident about their financial future. Her commitment to providing reliable support helps foster trust and confidence in the financial guidance offered by our team.

Theresa has extensive industry knowledge and brings essential background and understanding to our team. Before joining Raymond James, she served as the Senior Branch Office Administrator, where she managed an Edward Jones branch from 2013-2022.