Juan Arboleda
Juan Arboleda Senior Client Service Associate

Juan Arboleda has been very enthusiastic about finance from an early age. In his free time, he would read personal finance and budgeting books to get educated for his working years. Through high school, he took the opportunity to earn college credits through dual enrollment and this progressed into choosing a Finance Degree pathway at Miami Dade College.

In his time at Raymond James, Juan has delivered exceptional client service and continues to contribute to the growth and success of the firm. He assists clients with all administrative client related requests, which includes opening various new accounts, fund transfers, tax documentation, researching account inquiries and staying current on industry regulations and procedures. Juan works closely with his financial advisors and back-office departments to continue to provide a timely and efficient level of client service.

Juan looks forward to providing outstanding service within the Lamchick Epstein Wealth Management Team of Raymond James.