Wilma Burdis, CFA

Wilma Burdis joined Raymond James in 2022 and covers the life insurance sector. Prior to Raymond James, she spent four years as an integral member of a highly ranked insurance team at Credit Suisse. Prior to her role as a research analyst, Burdis also spent time in mergers and acquisitions investment banking at Wells Fargo and as a quantitative analyst at BB&T. She received B.S. degrees in mathematics and statistics, a master’s degree of economics from North Carolina State University, and earned her MBA from Duke University. Burdis is also a CFA® charterholder.

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