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Client Service Manager
Prior to joining Wealth Partners Alliance in 2022, Randi worked at RBC Wealth Management for eight years. During that time, she became a registered client associate, then took on the Branch Service Manager role and eventually became the Administrative Complex Manager. Prior to RBC, she supported the same advisory team at UBS as a Client Associate.
Randi holds the CERTIFIED FINANCIAL PLANNER™ (CFP)® designation as well as the Series 7, 9, 10, and 66 licenses.
She lives in Dallas with her husband, their three children and two golden retrievers. Randi is an active member of Northway Church and loves spending time outdoors with family and friends.
Randi’s favorite thing to enjoy in Dallas