Jennifer provides outstanding client service, executes trades and administrative transactions for all client accounts, and keeps paperwork well organized. She is your first contact if you have any questions about your trades or statements, wish to transfer in or receive money from your accounts, have trouble accessing your account online, require any forms to be filled out, or wish to receive more information about the products and services Raymond James Ltd. provides.
Jennifer holds a Financial Planning Certificate from George Brown College. She joined the investment industry in 2000 and has worked with our firm since 2014. Prior to that, she was an Executive Assistant to the Chief Financial Officer at Cisco Systems for one year, an Investment Services Associate for eight years at another independent wealth management firm, an Assistant Investment Advisor for four years and an Investment Representative for one year at a bank-owned investment firm.
With a proven track record as a supportive team member, Jennifer’s high standards, dedication and attention to detail managing my administrative needs ensure that our clients receive consistently high quality service.
When not at work, she enjoys spending time with her family.