CLIENT SERVICES MANAGER
Steph came to Raymond James in 2015 from Wells Fargo Advisors where she worked since 2011 as a client associate. A well-organized proactive multitasker, she uses her abilities to support the firm’s financial advisors as well as meet and greet clients, open and close accounts, help maintain active accounts, transfer assets and prepare reports for client reviews. Importantly, clients will be able to rely on Steph to see that their questions are answered and all concerns are addressed in a timely manner.
Born and raised in San Antonio, Texas, Steph attended Abilene Christian University. She and her husband, Jay, have two grown children and three grandchildren. Steph and Jay are members of Immaculate Conception Catholic Church in Denton, Texas, where they are very active. The couple also enjoys spending quality family time with their elderly parents who also live in Denton.