Pournima Singh

Pournima works diligently and efficiently to offer clients dedicated and focused customer service while using her industry knowledge to provide operational support for her team. She helps implement the 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., 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 supported financial advisors with retail clients.

When she’s not in the office, Pournima enjoys spending time with her husband and two children, reading, cooking, and playing tennis.