BRITTANY Brittany is dedicated to serving our retirement plan clients. She delivers advanced retirement plan consulting services to corporate clients and has earned the Accredited Investment Fiduciary (AIF®) designation. The AIF® designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.
Brittany is involved with the National Association of Plan Advisors (NAPA), serving on the Women’s Initiative Committee that is focused on addressing the challenges and opportunities of women in the industry, both personally and professionally. Through the Women’s Initiative, they hope to inspire women in the retirement services industry to seek their highest level of personal and professional growth.
Brittany and her husband, Terry, live in Dallas and have two kids, Sayre and Elle. When she’s not at the park with her toddlers, she enjoys running at White Rock Lake, exploring new restaurants in Dallas, and traveling. She serves 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.