Raymond James Investment Management
R.J. Poole has work experience starting in 2017 as a Financial Advisor at Merrill Lynch Wealth Management. In 2020, they joined Raymond James Investment Management, where they held the positions of National Accounts Associate and later VP, Strategic Accounts. The exact end dates for R.J. Poole's roles at Raymond James are not provided.
R.J. Poole completed a Master's of Business Administration (MBA) degree at the University of South Florida from 2016 to 2017. Prior to that, R.J. Poole obtained a Bachelor's Degree from the same university between 2013 and 2015. In addition, R.J. Poole obtained a certification as a Personal Investment Advisor from Merrill Lynch Internal in 2018.
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Raymond James Investment Management
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Raymond James Investment Management is a global asset management company that combines the exceptional insight and agility of boutique individual investment teams with the strength and stability of a full-service firm. We believe providing a lineup of institutional-class portfolio managers — spanning a wide range of disciplines and investing vehicles — is the best way to help investors seek their long-term financial goals. At Raymond James Investment Management, our multi-boutique structure allows us to provide scalable business-support solutions to distinct and talented investment teams at Chartwell Investment Partners, ClariVest Asset Management, Cougar Global Investments, Eagle Asset Management, Scout Investments, and Reams Asset Management (a division of Scout Investments). Discover the forward-thinking, global approach Raymond James Investment Management and our boutique investment managers employ in delivering value to our clients.