Raymond James: Our dedicated partner
The Service Team Supporting Your Financial Advisor
Our team works hard to provide quality service to our clients. Capable and dedicated, they take great pride in providing each and every client with the best possible support. We believe a team approach with personalized service can best accomplish this mission.
Therese Bourgeois, Director of 1st Impressions
The first friendly face you see when you enter the office is Therese. Her middle name is “Service” as she handles client’s requests, including the administrative functions essential to making a new client's transition to our office an easy one. She is intent on making your connections with our office satisfying and enjoyable. After 21 years with our practice, Therese is attuned to listening to clients and resolving any needs or concerns.
Sheri Gondolfi, Investment Executive
The best way to portray Sheri’s role is to imagine “detail oriented”. She is attuned to handling special projects with finesse. She graduated with her Finance Degree from the University of New Orleans and has her Series 7, which allows Sheri to process trades. Sheri just celebrated 10 years with our team.
Mark Fakier, Registered Associate
Mark joined our team in September of 2021. He is a graduate of the University of New Orleans with a B.S. in Finance. Mark holds a Series 7, General Securities License. He is a dedicated member of our team who does all of our investment research for your investment strategies.
Lauren Rome, Office Administrator
Lauren joined the team in February of 2020 and serves as the office administrator. She graduated with a bachelors in Accounting from UNO and has 10 years’ experience in accounting. Lauren ensures that the day-to-day administrative functions run smoothly and efficiently behind the scenes. Lauren is looking forward to meeting and working with each of you.
Our service team is available to answer your questions Monday through Friday from 8:30 A.M. to 5:00 P.M. CT.
Raymond James does not provide tax services. Please discuss these matters with the appropriate professional.
