Dawn Roy

Operations Manager

With more than 17 years of financial services experience, Dawn helps ensure that clients' administrative and operational needs are handled accurately and quickly. She oversees the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers and answering questions regarding statements. Her excellent customer service skills and extensive experience in the industry, allows her to resolve even the most complicated issues. Dawn is also proficient in French.

Phone 727-938-1199