Brittany runs our institutional business, inclusive of 401(k) service model design and implementation, investment performance monitoring, vendor review and selection, and participant education. She delivers advanced retirement plan consulting services to small to mid-sized businesses as well as offers guidance on additional retirement strategies outside of the defined contribution space. She has developed and employs a highly effective employee education program fostering financial awareness and an understanding of asset allocation strategy for plan participants.
Brittany and her husband, Terry, live with their two children, Sayre and Elle, in Dallas, where they attend First Baptist Church. She enjoys serving in the community at Ronald McDonald House of Dallas and is a member of the Junior League of Dallas.
Raymond James is not affiliated with any organizations mentioned.