I currently work at Beachside Wealth Partners - Raymond James as a Client Services Manager. I manage all incoming requests, questions, and follow-up's for over 100 clients. I support the Financial Advisors with portfolio research, market updates, and account monitoring. I also construct annual and quarterly reviews for both individual clients and retirement plans. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Beachside Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial ServicesFor important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.

At Community First Credit Union, I worked as a part time Teller Solutions Representative. My work responsibilities include assisting members with transactions, recommending our products and services based on member needs, and completing transactions as efficiently as possible.

During high school I worked in the Birthday Department at Adventure Landing, as a Birthday Supervisor. My job responsibilities include booking and checking in birthday parties, confirming reservations, supervising birthday party captains, and handling customer complaints.

During my senior year in high school, VyStar Credit Union had taken the initiative to open a high school branch at my school, to which I was trained to run as the Student Branch Manager. Before the branch grand opening, I was given extensive training in financial literacy, accounting, professionalism and marketing. I worked at both my school branch and the Jacksonville Beach branch, as a Teller and a Member Relationship Specialist.

As a Bagger at Winn-Dixie, my job responsibilities varied on a day-to-day basis. These included greeting the customers, taking out the trash, pushing in grocery carts, refilling the ice machine, bagging groceries, and replacing expired goods.