Thanh Truong

Branch Administrator


Thanh has over 17 years of experience in the financial services industry which began in 1999 with a bankowneddiscount brokerage. Prior to joining Rosen Group Private Wealth Management at Raymond James a Wealth Advisor Assistant, she was an Investment Advisor Assistant at a bank-owned full service brokeragefor 10 years. With her wealth of experience and knowledge in different areas of the industry, she provides anexceptional level of customer service while providing the day-to-day administration of our client portfolios andexecution of their long-term financial plans.