Karli joined Raymond James in April as a Banking Consultant for Florida with Raymond James Bank. She will be teaming up with Jason Abeles in our Florida market and is based out of Fort Lauderdale. Prior to coming to Raymond James Bank, Karli worked for Citi Private Bank starting in 2010 where she had a dual mandate as both ICG sell side trader and Associate Banker. With a concentration in global family offices, Karli was pivotal in developing a $1.3BB+ portfolio of clients and generating over $7MM in revenue. In 2014 she joined Morgan Stanley as an International Wealth Advisor where she helped in creating holistic, diversified solutions for individuals, families and their businesses. Outside of work, Karli is a professional and accomplished violinist, having played with several orchestras and many Grammy winning artists. Karli is also an avid member of the Junior League of Boca Raton, the Boca Raton Historical society and enjoys football (Go Gators!), fishing, running and yoga.
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