Pournima Singh

Pournima works diligently and efficiently to offer clients the highest level of customer service, and dedicates her industry knowledge to providing operational support for her team. She helps to implement plans developed by financial advisors and manages various duties, including preparing reports, maintaining client records, processing securities and conducting research. Pournima enjoys getting to know clients on a personal level, and strives to ensure their financial needs are met.

She began her career as a Registered Sales Assistant at Paine Webber, Inc., in New York City and later joined First Union Securities, where she took on further responsibilities as an Operations Manager’s assistant and cashier. Before joining Raymond James, Pournima worked at Morgan Keegan (acquired by Raymond James in 2012), where she assisted financial advisors on the Institutional Fixed Income desk and also supported financial advisors with retail clients.

When she’s not in the office, Pournima enjoys spending time with her family and friends, reading, cooking and being outdoors.