Ronna Lao is a Financial Services Assistant with Raymond James with more than 13 years of client service and investment research experience. She serves our clients at Wealth Investment Group through the cultivation of authentic, personal relationships and providing them with personalized care and financial services support throughout their journey towards achieving their financial goals.
Prior to joining Wealth Investment Group, Ronna worked in equity research and portfolio strategy for several large asset managers and brokerage firms. She is passionate about strengthening the advisor-client relationship and ensuring our financial planning and investment management practice maintains our client service and operational excellence.
Ronna graduated from Tulane University with a Bachelor of Science in economics and political science (international relations) and studied at the Sorbonne and Institut Catholique de Paris. She is an investment advisor representative in Florida, holding the series 7 and 66 licenses, and a 2024 Level III candidate in the Chartered Financial Analyst program. She also holds the Florida Life and Variable Annuities Insurance state license.
Her interests include playing tennis and traveling in her free time.