Client Service Associate
Jeri - Lynn Page joined the Wilmarth Private Wealth Management Team in October 2014 to provide administrative and research support to the team. Jeri-Lynn is the "go - to" person for Investor Access assistance and setting up online access to your Raymond James accounts. She also assists all of our families in account aggregation, allowing them to see all their financial accounts in Investor Access. This is integral in helping the Goal Planning and Monitoring platform see all assets and liabilities in real time, creating your true net worth snap shot. Jeri – Lynn helps with ordering checks, scheduling your Go-To Meeting if out of state, and managing documents used to communicate prior to these strategy meetings through the Vault, located in Investor Access.
Jeri – Lynn enjoys time with her husband Brian and son Matthew.