Donna joined Raymond James in 1995 as Executive Assistant to the Vice Chairman, and in 2000 partnered with Sean.
A 30-year resident of Florida, Donna and her husband work with families in their initial training and conditioning of guide dogs for the blind.In her spare time, Donna teaches sea kayaking classes and guided trips on the Florida waterways, and enjoys camping with her husband and adult children.
Donna is responsible for daily operational and administrative duties, including exceptional client service.
- Maintain Client Records (Account Forms, Beneficiary Information, Tax Documents, etc.)
- Money Movement (Deposits, Withdrawals, Wire Instructions, ACH Transfers)
- Check Re-Order, Check Copies, Visa Debit or Credit Cards
- Assist Clients with Everyday Account Questions and Needs