Niralee Patel
Niralee D. Patel Vice President, Wealth Management

Niralee is passionate about connecting people to meaningful resources and strategies. She values building a close relationship with each client, seeking to understand all facets of their life and aspirations. With a focus on helping clients bring the various parts of their financial life together, she works closely with them to design and implement wealth management strategies aimed at pursuing their short- and long-term goals. Ultimately, Niralee strives to bring simplicity and clarity to wealth management and works to ensure she can help clients pursue the best results possible with the resources that they have.

Niralee began her career in the financial services industry in 2009 and joined Raymond James in 2022. Prior to that, she spent over a decade at Merrill Lynch and brings an abundance of knowledge in portfolio management and financial planning. At the heart of her practice is a client-focused, communicative approach to wealth management and a commitment to understanding and guiding clients on every step of their financial journey.

In addition to advising individuals, Niralee especially enjoys working alongside women investors and multigenerational families – empowering and educating them while helping them strive for their financial goals. For multigenerational families, she strives to grow and preserve wealth that can be passed on for generations to come.

Outside the office, Niralee is actively engaged in the community, having volunteered time to various charitable organizations over the years. She is a member of the Executive Club of Champaign County, an organization for women executives in Champaign County.

In her free time, she enjoys spending time with her family, has an affinity toward food and wine, and is a Napa Valley wine fanatic. Traveling is a lifelong passion, and she finds great joy in exploring a new city, experiencing different cultures and, of course, the culinary scene. She hopes to one day be able to share this passion with her children.

Niralee grew up in central Florida in a tight knit family. She attended Rollins College in Winter Park, Florida, where she received a bachelor’s degree in economics and business administration. She currently resides in Savoy with her husband, Samir, and their children, Neevin and Alayna.

Raymond James is not affiliated with the above organizations and/or charitable causes.