Jody Lane

Jody started her career with Raymond James 21 years ago in Mutual Fund Operations. Since then, she has played integral roles in Raymond James Client Services, Technology Training and RJFS Business Development. Jody comes to our team from Asset Management Services, where she spent 13 years as assistant vice president of Internal Sales specializing in the delivery of investment management solutions to financial advisors.

She earned her bachelor’s degree from the University of South Florida and holds her Series 7, Series 63 and 65 licenses, as well as the Institute of Investment Management Consulting (IIMC) designation.

Jody serves on the board of MYcroSchool Pinellas, a charter school providing a path to graduation for at-risk youth ages 16-22.

She is passionate about sharing yoga with her community as a registered yoga teacher. In her spare time, she likes the beach, paddleboarding and all things outdoors. Jody lives in St. Petersburg and has two children, Noah, 25, and Ella Jet, 20.