Brandi brings over 15 years of administration experience to her role as Branch Administrator, with seven years of dedicated service with Raymond James Ltd.
Brandi is accountable for effectively managing all client accounts, branch operations, and ensures that all Raymond James clients receive the highest level of service. By working closely with the financial advisors in managing client relationships, Brandi handles scheduling of appointments, administration of portfolios, and client inquires.
Her vast knowledge and experience in diversified financial services and wealth management ensure she has a high understanding of client needs, providing timely and expert service to all our clients.