Linda brings nearly 40 years of experience to her role as senior vice president and administrative manager. She applies this expertise to fulfill her various responsibilities, which include accounting for the Whole Loan Group, deal funding, coordinating the servicing handoff process for retained and released transactions, and assisting the whole loan traders. Linda also serves as a liaison between our investors and selling clients for any post-settlement issues and follow-up items.
Linda first joined Morgan Keegan in 1983 as an executive assistant and benefits analyst for the firm’s chief financial officer. She’s been with Raymond James since its acquisition of Morgan Keegan in 2012, later joining the Whole Loan Group in 2013. Prior to working at Morgan Keegan, Linda worked for UBS Financial Services as the branch manager’s assistant and sales assistant to several retail financial advisors.
Linda is an alumna of the University of Memphis and holds her Series 7 and 63 securities licenses.