Karen Lane Location
Sarasota, FL, US
Karen Lane Work
- 2021 - now Financial Advisor @ Raymond James
- 2013 - now Wealth Advisor and Senior Vice President @ BB&T Wealth
- 2008 - 2013 Private Banking and Wealth Mngt @ Wells Fargo Private Bank
- 2004 - 2008 Portfolio Manager, Wealth Advisory Specialist @ Smith Barney
Karen Lane Skills
- High Net Worth Lending
- Investments
- Wealth Management
- Private Banking
- Retirement Planning
- Relationship Management
- Financial Advisory
- Asset Allocation
- Loans
- Estate Planning
Karen Lane Summary
Karen Lane, based in Sarasota, FL, US, is currently a Financial Advisor at Raymond James. Karen Lane brings experience from previous roles at BB&T Wealth, Wells Fargo Private Bank and Smith Barney. With a robust skill set that includes High Net Worth Lending, Investments, Wealth Management, Private Banking, Retirement Planning and more. Karen Lane has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Raymond James Employees
-
Tash Elwyn
President and CEO, Raymond James and Associates at Raymond James
Saint Petersburg, FL, US34 -
Mercedes Van Woerkom
COO and MD-Equity Research at Raymond James
Saint Petersburg, FL, US32 -
Andrew Krempp
Chief Operating Officer - Raymond James Trust, N.A. at Raymond James
Saint Petersburg, FL, US32 -
Paul Reilly
CEO at Raymond James
Saint Petersburg, FL, US14 -
Kim Jenson
Chief Operating Officer, Private Client Group, Raymond James Financial at Raymond James
Saint Petersburg, FL, US25+ -
Jim Bunn
President of Global Equities and Investment Banking at Raymond James
Saint Petersburg, FL, US11 -
Mike White
Chief Marketing Officer and Director of Strategic Planning at Raymond James
Saint Petersburg, FL, US55+ -
Seth Pietrini
Chief Operating Officer at Raymond James
Woodridge, IL, US13 -
Paul Shoukry
Chief Financial Officer at Raymond James
Tampa, FL, US33 -
Shannon Reid
President, Independent Contractor Division at Raymond James
Florida, United States24 -
Vin Campagnoli
Chief Information Officer at Raymond James
Yorktown Heights, NY, US35+ -
Andy McEnroe
Managing Director, Investment Banking at Raymond James
Washington, DC, US5+5+
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