Richelle serves as a valuable member of our team with over 25 years of experience in the wealth management and financial planning industry. Her focus has always been on providing an unparalleled client experience. She began her career as an Operations Associate at PaineWebber (now UBS). During her career, she spent over 13 years with Smith Barney (now Morgan Stanley) as a Wealth Planning Specialist and then another 13 years with Raymond James as a Senior Registered Client Service Associate and Investment Portfolio Assistant. She holds her Series 7, 9, 10, 63 and 66 licenses.
Richelle has been married for nearly 30 years and has two adult children. In her free time, she enjoys reading, hiking, attending sporting events and spending time with her family.