MEET Lia Rolle, Sr. Manager, Counsel for the Senior and At-Risk Clients (SARC) Team and Raymond James and Associates. An Institutional Member of the FSDA.

We are speaking today with Lia Rolle. Please tell us a little bit about yourself.

I was raised in Tampa, FL. I went to college at the University of South Florida and Cooley Law. I worked for the Whistleblower Law Firm in Tampa before joining Raymond James in 2020.

Tell us a little about your firm.

Raymond James is an independent firm dedicated to placing clients’ needs first, as well as treating their financial advisors as clients.

Why is it important for your firm to be a member of the FSDA?

It is critical that we partner with and understand the valuable resource that FSDA is for the State of Florida and its residents. I know that the members are incredibly involved locally in the St. Petersburg/Tampa area.

Please tell us a little bit about that involvement and your firm’s “give something back” initiative.

Raymond James is committed to caring. More than five decades later, we’re proud to continue the legacy – started by Raymond James founder Bob James, grown by his son and longtime Chairman and CEO Tom James, and now continued by our Chairman and CEO Paul Reilly, advisors and associates – by investing our time, money and talents into the communities we serve. It’s so much more than tradition; it’s part of who we are.

Charitable Giving. As a financial services firm, we have a unique understanding of the power of charitable giving, which is why we seek to practice it generously.

Volunteerism. The ways we give back extend beyond the financial. Our associates are also enthusiastically generous with their time and get out to give back.

Lia Rolle, thanks for taking time to speak with us today.