Raquel Fry
Client Service Specialist
Raquel serves as Client Service Specialist for our Group Benefits and Individual Client Insurance businesses. Her focus areas include understanding the clients’ demographics and vision for their Employee Health & Welfare Benefits, implementation of the plan, compliance, and evaluation of renewal benefit offerings. She works cohesively with the advisor to present plan trends, wellness strategies and semi-annual reports with clients in a fully-insured or self-funded chasse. Additionally, she 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.
