Marci’s primary responsibility is to serve as liaison and the initial point of contact for clients at our office. In this capacity she provides administrative support to all clients, financial advisors and office personnel and she ensures that the office runs smoothly and efficiently. Marci also provides support during preparation for individual client account reviews and handles phone calls to and from clients. Marci is responsible for the branch’s file maintenance and security and operational support.

Marci began her career in financial services at Paine Webber in 1995, as a sales assistant. In 2000, she accepted the position of Client Service Manager at our Independent Financial Partners Raymond James office, and joined our Reveille Wealth Management team in October 2022. She has two beautiful daughters of whom she is very proud.

There is rarely an issue in the operational area that Marci has not dealt with in her 25 years of experience and she enjoys the challenge of anything new that presents itself to our office or our clients!