Webb Investment Services Team News

Life is full of transitions, and we wanted to share with you some changes within our own team.

Though none of us like change, we all know change is inevitable and we wanted to share some news with you about changes at Webb Investment Services.  Over the past few years, we have learned that we can effectively support you whether we were sitting in our offices or working from home.   This learning has helped us understand that we can do what we need to do no matter where we happen to be sitting at home or in our offices.

We are excited to introduce you to the newest member of our team, CiCi Donnelly, as an Administration Extension, meaning a virtual team member. CiCi is a Senior Registered Branch Associate and joined Raymond James in July 2022, bringing over 10 years of experience in financial services to the Admin Extension team. CiCi began her career in 2012 at Wells Fargo in northern Virginia. In 2017, CiCi joined Merrill Lynch as a client associate, remaining in that role until she transitioned to Raymond James. CiCi holds her Series 6, 7, 63 and 66. CiCi was born and raised in Leesburg, Virginia, but now makes her home in Wake Forest, North Carolina. She loves spending time with her husband, their two children and the family pets – a German shepherd and cat.  CiCi can be reached at 1-833-585-3412 or at Cici.Donnelly@RaymondJames.com.   

CiCi is joining the team to help fill the big shoes of Carrie Martin, who has been with Webb Investment Services for over 16 years.   Carrie and her husband are budding entrepreneurs who started a business several years ago that is growing and now needs her full attention.    As much as Carrie enjoys working with all of you, she is excited about the opportunity her family business will afford.  

Carrie will work along with Elaina and Cici to transition all her responsibilities over the next few weeks and our goal is not miss a beat in supporting you.

We plan on finding a time for all of you to wish Carrie well in her new adventures.  So, stay tuned.