Samantha Fernandez is the Assistant Regional Director for the Southeast region with Raymond James Financial Services. After graduating from the University of Florida with a bachelor’s degree in finance, Samantha joined Raymond James, where she has gained valuable experience working within Operations, Compliance, Integration Training, and Asset Management Services.
While working as an auditor in Compliance, Samantha built a knowledge of industry and firm regulations and how they should be implemented on a daily basis within the branch. During her audit role, she took on a special project to assist with onsite training for a Morgan Keegan branch during the transition to Raymond James. The training role afforded her a working knowledge of many Raymond James processes, systems and resources.
Following her time in Compliance, Samantha has spent the last five years building her market and product knowledge as the internal consultant for the state of Florida with Asset Management Services. She consulted with advisors on product knowledge and practice management, worked closely with new recruits, and mentored advisors on growing their practice.
During her time at Raymond James, she has acquired her Series 7, 66 and 24 securities licenses. She is currently completing her MBA with the University of Florida and will be graduating in April of 2019.
In her free time she spends time with family and friends and enjoys outdoor pastimes.