Marcella Romero

Office Administrator

Marcella has over twelve years in the financial services industry, having previously worked in banking and consumer lending. She worked two years for Edward Jones Investments as a Branch Office Administrator before joining Raymond James Financial Services in the summer of 2017. Her education includes a Bachelor of Science degree in Business Administration from the University of Southern California.

Marcella is responsible for assisting the advisor and clients with new account processing, account transfers, fund deposits and disbursements, client inquiries, document processing, and other operational procedures. She is dedicated to serving clients with their administrative needs and creating a meaningful client experience.

In addition to working, Marcella is a volunteer for Mission Hospice in our area. She also volunteers as a judge (essay reader) for the InvestWrite program through the SIFMA Foundation. This program allows students to learn about money and investing. Marcella loves to spend time with her family. She especially enjoys visiting new places and learning new things with her sons Freddy and Lorenzo. Marcella has a passion for music, is an avid reader and delights in the outdoors.

41011 California Oaks Rd., Suite 202, Murrieta, CA 92562
T: 951.405.6554 // F: 951.221.5142