As a Registered Client Service Associate with The Perl Group of Raymond James, Cindy-Ann is dedicated to delivering exceptional service and ensuring clients receive timely, attentive support. She works closely with advisors and clients to assist with account servicing, onboarding, documentation, and day-to-day operational requests, helping create a seamless client experience.
Since entering the financial services industry in 2024, Cindy-Ann has developed a strong foundation in wealth management operations and client service. She is known for her attention to detail, responsiveness, and commitment to providing accurate and efficient support. Her goal is to help clients feel informed, confident, and well cared for throughout every stage of their financial journey.
Working from The Perl Group's Ponte Vedra Beach office, Cindy-Ann enjoys building meaningful relationships with clients and collaborating with her team to deliver a high level of service and care.
Outside of work, Cindy-Ann enjoys spending time with her husband and their three daughters. Family is at the center of everything she does and inspires her dedication to helping clients and their families achieve their goals.
