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Client Service Associate

MARY.LOTTES@RAYMONDJAMES.COM

 

Betty has had a long and successful career in the financial industry that began in 1979. She started working with Merrill Lynch as an operations and cashier specialist. Then in the early 1980s she worked with Shearson/American Express as well as Morgan Stanley Dean Witter as a client associate. In 1983 she joined Advest, Inc., as a client associate and operations specialist.

She then accepted a position in February 2000 with Scott A. Abraham as a client associate in Advest’s Locust Valley, New York branch. By February 2006, Betty followed Scott and his team over to Raymond James & Associates.

Betty’s primary responsibilities include account servicing (checks, wires and direct deposits, IRA distributions, etc). She is also responsible for depositing certificates, and most importantly, making sure all accounts are operating smoothly and that all the required documentations are in place for each particular client's needs.

Betty resides in Glen Cove, NY with her two daughters.