With a blend of experience in Hospitality and Financial Services industry, Sydney is dedicated to providing exceptional customer service. She is in charge of administrative duties such as account opening paperwork and maintenance, retirement distributions, and any operational activity you might need.
Prior to joining Raymond James, Sydney started her career with TD Ameritrade and Charles Schwab where she obtained her SIE, Series 7, and Series 63. Sydney worked with retail traders and investors, from navigating them to taking their first options trade to assisting with complex retirement questions.
Today Sydney is finishing up her BBA in Finance at UNT Dallas as a senior. In her free time, she enjoys discovering new trails with her dog Buster, bouldering, and baking.