Jeanne serves our clients every day by helping make the complex easier to understand. You will work with her often and may benefit from the quality service she applies to each relationship. Jeanne is an industry veteran with more than 25 years of experience in the financial services business. She uses her experience to simplify, explain and manage a very complicated and heavily regulated business for our clients.
Jeanne engages directly with clients to provide a quality client experience. Whether our clients need help understanding statements, completing paperwork, setting up online access, depositing and withdrawing funds, or any number of other needs, we have a dedicated, experienced associate to serve you.
Before joining Morgan Keegan in 2011 and Raymond James in 2013 when the two firms merged, Jeanne worked for Smith Barney for 21 years. Having filled many roles in several departments over the years, including the bond department and serving as an assistant operations manager, Jeanne has a variety of experiences from which to draw as she serves our clients. She holds Series 7, 9, 10, 31 and 63 licenses.