Raquel Fry
Client Service Manager
Raquel serves as Client Service Manager and is dedicated to delivering an exceptional client experience through responsive, personalized service. She works closely with advisors to coordinate account administration, facilitate client requests, prepare for meetings, and ensure every interaction is handled with accuracy, efficiency, and care. Raquel assists clients in the decision-making process by providing information, options and enrollment related to individual health, dental, Medicare, life, and disability insurance with service excellence as a foundation.
Prior to joining the team in November 2024, Raquel worked for another financial advisory firm serving in the same capacity of Group & Individual Insurance for over 14 years.
Raquel is originally from Worcester, Massachusetts, then moved to Maryland where she graduated from the University of Maryland, University College, with a Bachelor of Science in Business Management. Both she and her husband, Tim, are licensed and ordained ministers and pastored in middle Tennessee for over 15 years. Raquel resides in central Florida with her husband, Tim, and their son, Landon. She loves serving in their community, which includes coaching youth basketball, and enjoys walking outdoors and bird watching.
