Client Service Associate
Charlene is the first point of contact for all areas of client services and account management. She is a brokerage industry professional with over twenty-nine years' experience in financial services. With a focus on accuracy and follow-through, she is highly skilled at delivering service excellence to customers. Additionally, Charlene handles all appointment scheduling, money movements with Raymond James accounts, and supports the Advisors with reports for portfolio reviews.
Education and Credentials
- Bachelor of Business Administration, University of North Texas
- Emphasis in management and finance
- Series 7, Series 66 and Series 63
Out of the Office
Charlene lives in Carrollton with her husband, Mark, and their daughter Elizabeth. She enjoys walking, gardening, cooking and spending time with family and friends.