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Dawne joined Raymond James in 2006 and brings many years of experience in the financial world to her position. Her chief responsibilities include client service administration and account operations.
Dawne was previously affiliated with Merrill Lynch, Pierce, Fenner & Smith located in Somerset, New Jersey where she was an Administrator/Lead Clerk. There she developed and maintained high organizational and communicational skills which executed timeliness in the distribution of all Priority Client statements. She also operated within the Service Teams’ Guarantee Standards to coordinate the transfer of client assets into the company while responding daily to Clients, Financial Advisors and Regional Managers’ account inquiries. Dawne maintains both her Series 7 and Series 66 license and is continuing to further educate herself in the industry.
When outside of the office, Dawne likes to remain active with her family and friends with activities including but not limited to hiking, biking and attending dance classes.