Office Manager Client Service Associate

Linda joined Raymond James in 2012 after 12 years at Kaiser Permanente as an account team specialist and referral coordinator in the Account Management Department and before that at Blue Shield of California as a medical claim’s processor for 6 years. As a Client Service Associate at Raymond James, she processes and follows up on client documentation for proper maintenance of accounts and provides clients with quality service. She also assists Financial Advisors with daily activities and Marketing efforts for the team.

Linda lives in Turlock with her two boys, Gerardo Jr. and Sebastian. She is involved at her local catholic church; she enjoys yoga and spending time with her family and friends.