The Client Services and Support team at Raymond James Financial is responsible for ensuring a seamless client experience by managing new account setups, addressing client inquiries, and providing thorough support for investment products and services. This team collaborates closely with compliance and operational departments to uphold regulatory standards while resolving complex issues, ensuring clients receive high-quality service throughout their interactions with the firm. Through their expertise, they contribute to developing and enhancing internal processes to improve overall operational efficiency and client satisfaction.
Aaron Rodd
Client Services Representative
Elizabeth Garrido
Senior Client Service Associat...
Emily Pease
Relationship Associate - Corre...
John Kennedy III
Senior Client Service Associat...
Joi Dunn
New Accounts Associate
Joi Mullins
Sr New Accounts Associate
Juanita Pinckney
Trust Associate
Kelly O.
Client Services Representative
Lisa McKitty
Senior Loan Processor
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