Strength in numbers

Emily Panaseth
Client Services Manager

Emmy's wealth of knowledge on fixed income investments, including all types of bonds, allows us to provide a high level of expertise to not only our clients who focus on this category, but for all our clients who benefit from a well-balanced portfolio. She has distinguished herself by receiving the Raymond James Service 1stSM award, acknowledging her dedication to our clients. *

Emmy joined the team in 1982 and has been our client services manager for more than 35 years. She is a registered Series 7 securities representative with Raymond James.

Early in her career, she worked as an administrative assistant and office manager for doctors' offices and as a bookkeeper for Goodman Hebrew Bookstore. She attended the Gardner School of Business.

In her free time, Emmy enjoys being with her grandchildren, horseback riding, traveling and cooking. She participated in fundraising for the Leukemia Society, Cancer Association and Multiple Sclerosis.

Originally from Boston, Emmy lives in Silver Spring, Maryland, with her husband, San. They have two children, Daniel and Jennifer and 3 grandchildren, Jada, Aidan and Ava.

* A Raymond James internal customer service recognition.