Document Type

Article

Domestic/International

Domestic

Location

Springfield, Massachusetts

Publication Date

2023

Abstract

Raymond James is a global financial services company that focuses on providing asset management, capital markets, and wealth management services to institutions and individuals. My responsibilities this summer as a wealth management intern at Raymond James included researching and analyzing macroeconomic and microeconomic trends relative to the current state of the market. My research was applied and developed throughout the summer to create a final project to share with financial advisors within the firm. My project was aimed to help advisors identify new stocks to potentially include in their clients portfolios depending on their different wants and needs.

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The views expressed in this paper are solely those of the author.