Kathleen Lazor Named Raymond James Branch Associate of the Quarter

We are thrilled to announce that our very own Kathleen Lazor has been named by Raymond James as the Branch Associate of the Quarter. This firm-wide recognition is awarded to just one branch associate each quarter (out of 425 branch associates across Raymond James), so it is quite an honor!

Kathleen was our first employee hire in 2016, and we quickly realized how fortunate we are to have her on our team. For the past seven years, Kathleen has set the standard for client service at Estes Wealth Strategies and for our branch as a whole. In her role as Client Relationship Manager, she takes the “relationship” part seriously, always building strong client connections and providing day-to-day account administration support to ensure client needs are met and expectations exceeded.

Principal Financial Advisor and Branch Manager John Estes shared this with Raymond James about Kathleen’s contributions:

 "For Kathleen, working with clients is not just about performing the administrative functions to ensure a seamless client experience; she engages clients at a highly personal level with respect, empathy, and good humor. In addition to her high-touch people skills, Kathleen is the epitome of organization. She is efficient and accurate in execution, which always reflects positively on the branch. Clients go out of their way in meetings and reviews to mention how much they appreciate Kathleen and what a pleasure she is to work with - often telling us how lucky we are to have her on our team. And we agree!"

For all of you who have worked with and know Kathleen, we’re sure you will agree that this award is well deserved recognition for the high level of excellence Kathleen brings to her work. Please join us in congratulating her!