Roxanne grew up in Collinsville, Mississippi (a town of approximately 1800), and moved to Phoenix in 2014 where she worked for a law firm managing marketing projects before coming to Bradley Wealth. Roxanne earned her bachelor’s degree in Applied Business Management from Grand Canyon University (GCU). She’s currently working on her MBA at GCU with an emphasis in marketing and project management. Luckily for us, she’s also a notary and belongs to the National Notary association.
Roxanne started working with Bradley Wealth in October 2019 as Client Care Ambassador and hit the ground running from day one using her strengths (sparkling personality, deep desire to assist others, and natural curiosity about everything) to enhance our client relationships. She enjoys getting to know each client and wants to become their go-to person when they have requests of Bradley Wealth.
Roxanne became our Operations Specialist in January 2020 and now manages all portfolio accounts, new accounts, client service needs, account issues, cash management/daily money requests, account transfers and client review scheduling. She knows the importance of money and investment management and appreciates being able to help people be who they want to be and do what they want to do.
Roxanne likes sporting events (especially baseball) and is a huge SEC football fan and Ole Miss supporter. You can find her and Ellie, her lab/Dalmatian mix rescue dog, wearing jerseys and enjoying games every Saturday during football season. She loves country music and concerts, has always golfed (her clubs are usually in her trunk), and travels as often as possible. She spent three weeks in Italy in 2018. Roxanne, a member of a nutrition club, trains to compete in an International Physique League competition.
“There are far, far better things ahead than any we leave behind.” - C.S. Lewis