Director of First Impressions
Role: Connie is the first point of contact for Treasure Coast Financial clients and customers.
Through Connie, clients are able to obtain answers to their general questions and schedule appointments with any of our advisors.
In addition, Connie oversees the paperless file management system, our advisor's calendars, and assists with the submission of new and existing account paperwork.
Bio: For 17 years, Connie was an administrative assistant for the city manager and attorney with the city of Port St. Lucie. Wanting a change of pace, Connie joined Treasure Coast Financial in 2006.
Connie is married to Bob Kramer and has a daughter, Michele, who lives in San Francisco, CA.
She can be reached via email at Connie@TCFin.com or toll-free 1-800-728-6342.
Connie is an Associated Person of LPL Financial.