With more than 25 years of experience in the financial services industry, Tonita serves as a Senior Financial Planning Consultant, offering valuable support to both clients and the team. Her focus spans financial planning and client relationship management, where her detail-oriented and thoughtful approach helps ensure exceptional service and responsiveness to financial needs assessments and strategy development.
Tonita’s career in financial services began at Prudential Securities in an operations role. She then spent over two decades at Wells Fargo with the team, where she held the positions of Senior Registered Client Associate and Associate Vice President. In 2019, she joined Raymond James along with the team and continues to contribute her expertise. Tonita currently holds Series 7 and 63 registrations.
She lives in Richmond with her husband, and they have three children.
