Thanh Truong

Branch Administrator


Thanh has over 20 years of experience in the financial services industry which began in 1999 at a bank-owned firm. 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 another bank owned investment firm 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.