Brianna is Director for CAS positioned to enhance strong client relationships, improve operational efficiency, and ensure service expectations are met and exceeded. She is responsible for transition management and onboarding, serves as a point of contact for her clients and acts as liaison to various members of the CAS team. She works closely with the Sr. Managing Director PCG to scope and refine customized planning and investment solutions, and she is relied on for proactive problem resolution and the overall delivery and daily management of the client experience. Brianna has two decades of industry experience spanning client service and trade-related roles at Raymond James and American Funds.

Brianna has a business degree from the University of South Florida and an MBA from Old Dominion University, as well as her Series 65. She, her husband and their two children enjoy travel and the outdoors and are active in local youth sports. Brianna is also a volunteer with YWCA of South Hampton Roads and a member of United Way’s Women United and the young professional’s group, tHRive.