PARALEGAL, WEALTH CLIENT SERVICE MANAGER AND VICE PRESIDENT
Renai is responsible for coordinating the Seacoast Wealth Management Family Office Relationship team and the administration of accounts, including estates, trusts, foundations, endowments, investment management accounts, and IRAs. With over 13 years of experience in Wealth Management and Estate Settlement, she strives to provide exceptional service to ultra-high net worth individuals, families, trusts, and foundations.
Prior to joining Seacoast Wealth Management, Renai worked at PNC Bank where she gained experience in multiple areas of the banking industry as a Universal Banker, an Executive Assistant, a Regional Coordinator, a Commercial Banking Assistant, and finally an Associate in the Trusts and Estate Settlement department, where she found her true calling. She graduated Summa Cum Laude with her Paralegal degree from Seminole State College of Florida and is actively working towards her CTFA1 certification. In her spare time, Renai enjoys spending time with her family, kayaking, and playing tennis
1. Certified Trust and Fiduciary Advisor (CTFA) is a prestigious designation awarded to candidates who pass a comprehensive and challenging exam in fiduciary responsibilities, personal finance, insurance, estate planning, tax law, and investment management.
Not FDIC Insured - Not Bank Guaranteed - May Lose Value - Not Insured by any Federal Government Agency - Not a Bank Deposit