Aidan Rosand

Aidan partners with advisors and operations staff to support process improvements, enhance operational efficiency and assist with their team and the firm initiatives. He joined Raymond James in May 2026 and brings a service-focused approach to his work each day. His role centers on helping his branch operate efficiently while contributing to a consistent, responsive experience for clients.

His approach emphasizes preparation, follow-through and steady support for both clients and colleagues. Aidan’s work reflects a focus on helping clients feel informed and organized as they work toward retirement and other long-term financial goals. He aims to contribute to an environment where each relationship is supported by thoughtful service and a well-organized approach.

Before joining Raymond James, he was a client service associate at Annuity Depot in Boca Raton, Florida, where he built and supported client relationships through calls, communications and follow-ups from July 2025 to May 2026. Aidan earned a bachelor’s degree in finance from the University of South Florida in Tampa, Florida, in May 2025. His interest in the investment services field began early through exposure to family members who work as financial advisors.

Goal-oriented and eager to expand his capabilities, Aidan is focused on continued professional development within the branch. He is known for a welcoming manner and a strong commitment to learning, qualities that support his day-to-day work with advisors, operations staff and clients. Over time, he hopes to continue building his experience and grow into an advisor role.

Originally from New York City, Aidan now lives in Lake Worth, Florida. Outside the office, he enjoys working out, playing basketball and golf, watching movies and TV shows, reading and playing video games.

Raymond James is not affiliated with any organization mentioned above.