Thanh Truong

Branch Administrator


Thanh has over 17 years of experience in the financial services industry which began in 1999 with BMO Investorline Inc. Prior to  joining The Rosen Group Private Wealth Management at Raymond James Ltd. as a Wealth Advisor Assistant,  she was an Investment Advisor Assistant at  CIBC Wood Gundy for 10 years. Thanh is fully licensed as she holds the Registered Representative designation. With her wealth of experience and knowledge in different areas of the industry, she provides an exceptional level of customer service while providing the day-to-day administration of our client portfolios and execution of their long-term financial plans.