Theresa is dedicated to helping me provide a quality client experience. She is committed to helping educate and inform my clients throughout their financial journey, while working to make their lives easier.
She assists clients with check, wire and money movement requests, address changes and all things related to their accounts, including answering questions and processing account updates. Theresa also greatly assists me with many essential administrative duties.
Before joining Raymond James in March 2022, Theresa was a Private Client Assistant at Janney. She has worked with Dave since 1998.
Theresa is from York where she lives with her husband, Doug. Her adult children reside in York and Mechanicsburg. Outside the office, Theresa enjoys traveling, exercising, reading and most importantly, spending time with her family.