JERI ANNE AGEE
Senior Relationship Manager
Jeri Anne joined David Adams Wealth Group as a Relationship Manager in January 2018. She has over twenty years of experience in the financial industry where most of her time was spent in office management, operations, and customer support with a focus on account management, new clients, and prospects.
She leverages a multi-faceted business expertise that includes client on-boarding, client resolution, operations, sales engineering, client and employee training and employee management.
In addition, she utilizes excellent communication and client relationship management skills to collaborate and deliver strategic solutions tailored to meet client needs.
Jeri Anne is also a children’s book author and has had 3 children’s chapter books published. Originally from Huntsville, Alabama she graduated from the University of Alabama with a bachelor’s degree in communications. In her spare time, she loves to read, shop, travel, and spend time with her husband, three children and 4 rescue dogs.