Fallon Bertucelli Registered Client Service Associate

Fallon plays an integral role in supporting our clients and ensures a warm and inviting experience for each of them. She believes that the relationships we build with clients are the foundation of our business and is dedicated to nurturing real connections.

She also assists our team with portfolio construction and analysis tailored to each individual client’s needs. She is passionate about helping our clients pursue their financial goals.

Fallon has been with Raymond James since 2018. Before joining our team, Fallon spent 10 years in the healthcare industry in patient care coordination and practice management. Most recently, prior to joining us, she worked as a licensed Realtor and has been a member of the Greater Tampa Bay Realtor Association and National Realtor boards. She holds her Series 7 license.

Fallon is a Tampa native who lives in Riverview with her husband, Jason, and their children, Madison, Savannah, Jaxon and Liam, as well as her two dogs, Lily and Harper. In her free time, she enjoys spending quality time with her family. She also enjoys the beach, traveling, kayaking, cooking and baking. Fallon is an active member of Radiant Church Tampa.

 

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