Marjan provides vital support to clients and the team’s financial advisors using her more than 25 years of industry experience. With sincerity and warmth, she handles a range of responsibilities that include facilitating collaboration with clients’ professional advisors, implementing trading strategies, managing operations, preparing tax analysis reports and other administrative duties.
She joined Raymond James in 2018. Before that, she served as branch administrator for Morgan Stanley and other wirehouse firms. Marjan earned an associate’s degree in business from Tehran University and is fluent in both English and Farsi. She holds Series 7, 9, 10, 31, 63 and 66 licenses.
Marjan believes in giving back and supports HIAS’ humanitarian aid and assistance to refugees as well as Child Help. Born in Iran, she lives in Los Angeles, where she likes to hike, read and travel. She also practices meditation and yoga.