Columbia Associates Wealth Management Group Client Services Manager; RJFS

Dedicated, focused and organized, Tatianna plays a vital role in client service. With an unrelenting positive spirit and outlook, Tatianna is a joy to have around. She prides herself on serving clients in a way that is friendly and responsive, helping with everything from onboarding new clients to account transfers. Clients know they can count on her to answer their questions and fulfill their requests.

Tatianna has 10 years of combined experience working in finance, mortgage-backed securities, customer service, operations and human resources. She has always been drawn to the financial services industry and has been lucky enough to have several opportunities within it. She joined Raymond James with Columbia Associates Financial Group in 2019.

Originally from Diamond Bar, California, she earned a bachelor’s degree in political science with a pre-law track from Florida International University in Miami. She currently lives in Beaverton, Oregon, with her husband, Kwasi; they have two children, Hailey and Kaio. When she’s away from the office, she enjoys outdoor activities and traveling locally with her family.