Theresa Lehigh is dedicated to providing a high quality client experience and plays an integral role in supporting clients throughout their financial journey. She is committed to helping educate and inform clients while working to make their interactions with the firm as efficient and seamless as possible.
Theresa supports clients by assisting with account related service requests and administrative needs, helping to ensure an efficient and positive client experience. She works closely with clients to process transactions, maintain account information, and address day to day service inquiries.
Before joining Raymond James in March 2022, Theresa served as a Private Client Assistant at Janney Montgomery Scott. She has worked alongside Dave since 1998, bringing continuity, experience, and a deep understanding of client relationships.
Theresa is a lifelong resident of York, Pennsylvania, where she lives with her husband, Doug. She has two adult children, Kelsie and Devin. She enjoys traveling, exercising, reading, and spending time with her family.