Client Service Associate
Marla joined Quest in 2007. She is the first point of contact for all client service and administrative needs. She handles all appointment scheduling for the Blessing team, client account changes, deposits, and withdrawals or disbursements from Raymond James accounts. Additionally, Marla coordinates charitable gifts and setting up online accounts.
Education and Professional Credentials
- Registered Representative with Raymond James Financial Services
- Series 7, 24 and 63 licenses
Out of Office
Marla lives in Farmers Branch with her husband, Larry. She enjoys being outdoors, traveling yearly to Jamaica with friends and spending time with family.