Dee
Dee believes that personal service is proactive, thorough and responsive, and that the only way to achieve this is to be detail oriented, diligent and communicative. Or more directly: it takes care. It takes time.
In her role as client service associate, Dee handles many of the details that mark the Marquez Private Wealth Management of Raymond James client service experience. She proactively seeks ideas for managing potential administrative issues that could impede clients’ financial plans, she performs essential research for the team, and she executes the many pieces that comprise clients’ greater financial plan design.
Finance is sometimes regarded as a cold, by-the-numbers business, so Dee strives to make it as personal as possible, so that clients can better understand their journey and keep their focus forward.
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Outside her official duties, she also supports the practice’s charitable work, particularly with Heart of Angels, a nonprofit organization co-founded by Michelle Marquez to provide cheerful holidays for struggling families. She is a lifelong resident of Burbank, where she and her husband Joel are raising their two boys. She enjoys spending her free time with family and friends, but also pursues cooking, baking, traveling and music with passion.
When working with financial assets and accounts, it’s important to keep reminding yourself what it all means to our clients, their families and their goals for the future. And I believe that when someone trusts you with their financial future, you owe it to them to continually affirm that decision.
Raymond James is not affiliated with the above organizations and/or charitable causes.