Wilma Burdis, CFA
Asset Management/Life Insurance
Wilma Burdis joined Raymond James in 2022 and covers the asset management and life insurance sectors. Prior to Raymond James, she spent four years as an integral member of a highly ranked insurance team at Credit Suisse. Burdis also spent time in M&A investment banking at Wells Fargo and as a quantitative analyst at BB&T. She received B.S. degrees in mathematics and statistics and a masters of economics from North Carolina State University, and earned her MBA from Duke University. Burdis is a CFA charterholder.
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