Contributed by: Lauren Adams, CFA®, CFP®
The Center is thrilled to announce that our very own Client Service Manager, Jeanette LoPiccolo, was recognized as one of three Outstanding Branch Professionals at the 2018 Raymond James National Conference. Raymond James’s 1000+ branches had the opportunity to nominate candidates for the award, and Raymond James chose Jeanette from among this elite group.
As you can see from this nomination form excerpt, we are very lucky to have her as part of our team:
“Jeanette is the consummate service professional. She combines superior technical ability with genuine care for clients. Jeanette consistently anticipates client needs and is always looking for WOW moments.
Jeanette is a true joy to have on our team. Her knowledge and skills are extremely deep, and our whole team benefits from her leadership and example. From securities based lending to K-1 procurement to cost basis issues, she is adept at nearly every complex operational area available. And, if she ever does not know the answer, she is the first to volunteer to find out and report back to the group. She is always willing to help newer coworkers and assist with a complex problem.
She is a wonderful example of our firm’s Core Value of Continuous Learning and Personal Growth. In addition to holding her securities licenses and the Chartered Retirement Planning Counselor℠ designation, she is preparing to take the CERTIFIED FINANCIAL PLANNER™ exam this fall.
On top of all of this, she is a champion for our firm’s charitable causes, organizing team-wide volunteer days, company matching activities, and community sponsorship events.”
Please join The Center Team in congratulating Jeanette on this well-deserved award!
Lauren Adams, CFA®, CFP® is Director of Client Services at Center for Financial Planning, Inc.®