Client Service Director
Martha’s efficiency and professionalism developed over a lifetime of assisting and supporting the individual financial needs of clients. Martha has a both a Finance Degree and Marketing Degree from the University of South Caroline in Columbia and has extensive background in supporting internal operations, accounting and financial reporting. Whether in the banking industry or financial industry, she is responsible for client service requests and serves as the primary point of contact for all investment operations.
In 2016 she received the Branch Professional of the Year Award at the Raymond James National Conference in Recognition of her outstanding accomplishments in this area.. Her high-level administrative experience is invaluable to the IR team and clients alike. Martha has successfully been able to deliver high quality, timely, and accurate service to a long term and growing client base. It is easy to see Martha’s pride in her work as she handles details that matter.
In Martha’s spare time, she is very active in community activities involving her church, PTA, and Boy Scouts.