The Raymond James & Associates Miami Complex is made up of the main branch in Coral Gables, Florida. We supervise and assist several satellite branches including Dadeland, Aventura, Marathon, and Exeter (in New Hampshire).
Frank began his career as a financial advisor with Merrill Lynch in Miami in 1987. Later in his career, he transitioned into management, He is currently the complex manager for Raymond James and Associates in South Florida and has been with the firm since 2001. Frank has received the coveted Complex Manager of the Year award in 2009 and was named top 100 branch managers by On Wall Street magazine for 2009 & 2010. Frank strives to foster a friendly, open work environment in which financial advisors are free to thrive. Frank is a Miami native and a graduate of Florida International University.
Joel joined Raymond James in 1999, starting as an intern for the firm’s 6th largest financial planning team, and consistently promoted to positions of greater responsibility. In 2004, he became the Miami Complex Administrative Manager. In this role, Joel manages day-to-day complex operations, working with both advisors and sales assistants. In 2007, Joel received the prestigious Raymond James & Associates Operations Manager of the Year award. In addition to Joel's management responsibilities, he also oversees investments for a select group of privately owned small businesses.
Joel is from Washington, D.C. and graduated from the University of Miami with a Bachelor’s in Business Administration, majoring in Finance with a minor in Psychology. Joel also received his CFP Certification from New York University.
Lisette started her career in the financial arena in 1988. Prior to joining Raymond James in 2008, Lisette was a Branch Administrator with the Coral Gables branch of Smith Barney from 1988 through 2000. Personable and open, she enjoys the opportunity to work with people from many different backgrounds.
Jackie joined Raymond James three years ago. She is currently working on her Bachelor's degree in Education from Miami-Dade College.
Lilly has over fifteen years experience in banking and investments. She joined Raymond James in 2004 as a client service associate. She has transitioned into the management team and supports both new and seasoned advisors. In addition, she plays an integral role in training new staff associates and coordinating special projects for the complex. Lilly is originally from Dominican Republic
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 6,500 financial advisors
- 2.4 million client accounts
- 2,600 locations (United States, Canada and abroad)
- $372 billion in client assets
- $38 billion managed by its subsidiary asset managers
Raymond James Financial was named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results.