As complex administrative manager, Karen helps manage the overall efficiency and supervision of the complex branch offices. She uses her extensive knowledge to identify, research, analyze and resolve issues affecting the complex.
Through various mergers and acquisitions, she has been with Raymond James since 1988 and has served in various capacities. She began as an administrative assistant, then worked as an institutional sales assistant for 5 years. She then began working on the trading desk, trading all taxable products and Alabama municipal bonds. She continued in that capacity until 2005 when she started working with Michael as he transitioned from Legg Mason.
She holds Series 7, 9, 10, 53 and 63 licenses and attended the University of Alabama at Birmingham. Originally from Pell City, Alabama, Karen lives in Odenville with her husband, Paul. They have two children, Michael and Lauren.