Terri is excited about the opportunity to oversee the operations of our team and work closely with our clients as we assist them in pursuing their financial goals.
She has over a decade of experience in the financial industry and 25 years in the hospitality industry, which has helped her refine her skills in providing a high level of customer service, building and maintaining client relationships, and providing administrative support to our financial advisors.
Before joining Raymond James, Terri was a senior branch office administrator for 11 years at Edward Jones, where she was a mentor, limited partner and held various leadership roles. Her positive attitude, attention to detail and pride in serving clients led her to be ranked in the top 25% in client service excellence for eight straight years.
In addition to taking great pleasure in the work she does, Terri believes in giving back to her community and does so through various charitable organizations.
Terri is the proud mom of two college-aged kids, Emily and Drew – who both attend Chapman University in Orange, California – as well as a Labradoodle puppy named Finley. In her free time, she enjoys being with family and friends, cooking, hiking and enjoying a good book and a glass of wine.