Mamie Lai bio image
Mamie Lai Senior Registered Client Service Associate

Mamie helps us maintain the high caliber of service we provide to our clients. Dependable and responsive, she provides accurate and meaningful answers to our clients’ inquiries. She also develops team letters, brochures and email communications as well as plays a key role in preparing portfolio reviews and investment proposals.

Before joining Marquez Private Wealth Management in May 2018, Mamie was a registered senior client associate at Merrill Lynch. She earned degrees in psychobiology and religious studies from Occidental College in Los Angeles.

Mamie lives in San Gabriel Valley, California, with her husband, Terence, and children. In her free time, she serves as a Heart of Angels volunteer.

Raymond James is not affiliated with the above organizations and/or charitable causes.