Jolanta Stevens
Director, Client Relations
Jolanta joined Raymond Wealth Management in 2015 and now serves as Branch Operations Manager, where she oversees the firm’s day-to-day operations and helps ensure a seamless client experience. In her role, she works closely with the advisory team to support operational strategy, refine internal processes, and ensure every client interaction reflects the firm’s commitment to exceptional service.
Jolanta earned her Bachelor of Science in Finance from Central Connecticut State University. Outside of the office, she enjoys running, reading, and spending time with family and friends.
