As our Client Services Manager, Adrian plays a pivotal role in maintaining operational efficiency and fostering seamless coordination within our organization. With an unwavering commitment to ensuring that all team members are equipped to excel in their responsibilities, she extends her expertise to provide invaluable support to both our advisors and clients, consistently demonstrating a profound dedication to her work.
Drawing from over a decade of experience in customer service and administrative capacities, Adrian brings a wealth of knowledge crucial for delivering exceptional client experiences. Her compassionate demeanor and steadfast commitment to excellence significantly bolster confidence among our clientele in managing their financial well-being.
Adrian's professional journey includes notable roles such as the Finance Director for Ultimate Security of America in Fayette County and as a Financial Independence Case Manager for the Department of Family and Children Services across Upson, Spalding, and Fayette counties. She pursued her education at Gordon State College in Barnesville, Georgia. Continuously striving for professional growth, Adrian actively seeks out training opportunities to remain abreast of all Raymond James technologies and additional client services.
A proud native of Georgia, Adrian finds fulfillment beyond her professional endeavors. She enriches her personal life through a diverse array of interests, including engaging in DIY projects, culinary pursuits, gardening, beach outings, traveling, and embracing the outdoors. Above all, she cherishes treasured moments shared with her two daughters, Avery Rae and Mattie Talullah.
P.S. Personally speaking
Q. What’s the one thing you couldn’t live without?
My family. They are my favorite people in the world. I am truly blessed.
Q. What’s one thing you’d like to learn?
How to make biscuits like my grandmother used to. No matter how many times I’ve tried, I cannot duplicate them.
Q. What is your favorite quote?
“The most important thing is to enjoy your life - to be happy - it's all that matters.” ― Audrey Hepburn
