Whole Loan Trading

Steadfast service. Extensive expertise.

Founded in 1991, the Raymond James Whole Loan Trading Desk is proud to serve as your devoted loan portfolio management partner.

Bob James, the founder of Raymond James, once said, “We are in the people business, inside as well as out.” That’s a responsibility we don’t take lightly. We consider ourselves more than just a broker, instead applying a holistic approach and skillful problem solving to best support your loan portfolio analytics, research, trading and liquidity needs.

One of our team’s highest priorities is embodying the client first service for which Raymond James is known. We understand that having an experienced team is essential in helping ensure your success, and we work to provide sophisticated portfolio analytics while identifying the risks and rewards associated with your loan portfolio. Dedicated to comprehensive and personalized service, our team draws on our ample knowledge and robust resources to guide you in all stages of a transaction – from determining potential strategies and leading pricing discussions to helping with the underwriting of loans and working with your legal counsel to negotiate contracts and establish collateral.

In 2018 alone, the Raymond James Trading Desk analyzed nearly a quarter of a trillion dollars in loans for over 350 clients. We facilitated 225 trades, averaging almost 20 trades per month.

We invite you to find out how our service first approach and experienced sales and trading teams can assist you with any and all of your loan and lending needs.

Learn more about our CECL calculations powered by Moody's Analytics Learn more about our recent collaboration with Fannie Mae

Sales Team

Jason Farmer
Managing Director
     
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Chris Hayes
Managing Director
     
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Clay Hickman
Managing Director
     
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Will Hudson
Managing Director
     
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Michael Pagliari
Senior Vice President
     
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Derek Clenin, CPA
Vice President
     
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Ben Fisher
Vice President
     
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Trading Team

Mary Horner
Managing Director
   
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John Toohig
Managing Director
     
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Linda Harwood
Senior Vice President
   
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Kerwin Trussell
Senior Vice President
     
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Ryan Childs
Vice President
     
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Whit Crowley
Vice President
   
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David Deaderick
Vice President
   
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Craig Demoss
Vice President
     
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Brian Eason
Vice President
     
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Amanda Patel
Vice President
   
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Kelsey Stevens
Vice President
     
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Bracie Lambert
Associate
   
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Taylor Stephens
Associate
   
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