Marie Wood

Marie is a Senior Financial Advisor Assistant at Raymond James, Kelowna Corporate Branch. Jessie has been at Raymond James since 2021 and been in the Industry for 10 years. She works to manage and support all administrative matters for the team and their clients and strives to uphold the highest level of client service. Prior to joining the team she had experience in a variety of roles in her 7 years in the financial services industry. After graduating from the University of British Columbia Okanagan with a Bachelor of Arts degree in Anthropology, she had various work experiences before choosing her career in financial services. She has completed the Wealth Management Essentials course and is currently working toward her Certified Financial Planner designation. She is passionate about assisting clients with creating a plan for their future