Karen joined Raymond James in 2017 with over 16 years of experience working in the financial industry. She has a passion for helping others while providing exceptional customer service to clients. In her current role as Client Relations Advisor, Karen supports the team with administration, operations, client requests and reviews, and new account implementation.
Karen began her career at the age of 19 in Roseland, NJ as a Sales Assistant for Salomon Smith Barney where she worked with 6 Financial Advisors. She obtained her Series 7, 63, 9, 10, and 65 by the age of 25. After relocating to Toms River, NJ in 2005, she began working in Operations and became a Senior Assistant Operations Manager as part of the management team for the complex. After taking a year off to have her second child in 2010, Karen rejoined Morgan Stanley Smith Barney in 2011 and in 2016 became the Business Service Manager for the Toms River branch. In this role, Karen managed service and operations for 2 branch offices with 27 financial advisors and was the direct supervisor for a support staff of 12. In 2017, Karen made the decision to join Raymond James and bring her years of experience and exemplary customer service to her husband’s practice.
Karen currently resides in Toms River, NJ with her husband Jim and their 3 sons. She enjoys spending time at the soccer field with her boys, going to the beach with family and friends, jet skiing, and reading.