Robert A James Award of Service Excellence

Named after our firm’s founder, the Robert A. James Award of Service Excellence program recognizes associates who embody our client-first values and go above and beyond to make meaningful contributions and deliver impactful results.

Congratulations to the following associates who were recently recognized for their exemplary service in the last quarter of fiscal year 2025.

Sharee Henderson

Senior Custody Associate | Memphis, TN

Sharee worked over multiple days to correct a position while ensuring there was no impact to the client. She kept the branch apprised of all updates throughout the process. She constantly goes above and beyond and is recognized by her fellow associates for her positive impact.

Michael Mastroianni

Concierge Service Advisor, Branch Services | St. Petersburg, FL

Michael’s support for the Bank Savings and Premium Rate Sweep Account Programs was indispensable as he emerged as the department’s subject matter expert and lead trainer for the program. His commitment to excellence is evident in the way he has trained his peers, developed job aids and guides and streamlined processes to ensure clarity and efficiency. He is collaborative and always offers white-glove service.

Kayla Harrington

Senior New Accounts Associate | Southfield, MI

Kayla was critical in a financial advisor change project that streamlined processes and enhanced accuracy. She also served as a direct liaison for resolutions where she delivered timely and effective support. Another key initiative that Kayla supported involved her ability to communicate changes effectively and provide training within and outside of her team. Kayla is committed, adaptable and collaborative.

Sierra Newman

Senior Projects Consultant, New Accounts | St. Petersburg, FL

Sierra is a collaborative partner who is prompt and effective in all that she does. She is recognized as a subject matter expert in employer-sponsored plans, trust accounts and power of attorney legal documents. She resolved many complex escalations while guiding others in the process. This is a testament to her nature and leadership. Sierra’s contributions and work style exemplify excellence.

Danielle Bean

Quality Control Analyst, Investment Central | St. Petersburg, FL

Danielle has organized and implemented a KPI tracker that enhanced visibility of key metrics. This tool has improved team accountability and performance tracking. She has also created impactful resources that elevate team effectiveness, including a continued training guide, the Meet and Greet Quality Assurance presentation and the Quality Assurance newsletter. The Quality Assurance Team now has a strong blueprint for success as a result of Danielle’s hard work, organization and team player mentality!