Raymond James
Lisa Woerner
It Business Analyst
Erica Cavanaugh
Vice President, Client Experience
Rick Patel, Cfa
Managing Director, Equity Research Analyst (E Commerce, Global Brands, Softlines Retail)
Tara Sims
Senior Registered Client Associate
Adam Lustig
Managing Director Principal Trading
Mike White
Chief Marketing Officer And Director Of Strategic Planning
Morris Mccuistion
Account Transfers Manager
Robert Dodd
Senior Vice President
Neal Oliver
Senior Manager, It Service Management
Caroline Tatum
Operations Client Admin Manager
Nancy Weingard, Cfp®, Aep®, Cltc
Managing Director & Senior Vice President Of Wealth Management
Shirley Godefroy, MBA
Project Manager/Ba